Competing in M&A Space: How First Time Acquirers Can Gain an Edge

JUN 10, 2021

BNY MELLON'S PERSHING

This white paper, developed in collaboration with DeVoe & Company, shows first-time buyers how to prepare their businesses for mergers and acquisitions.

If you ask a room full of 100 RIA owners if they plan to buy another firm in the next couple of years, about 80 people are likely to raise their hands. Such enthusiasm to venture into M&A and grow through acquisition isn’t surprising. M&A momentum in the RIA industry is at an all-time high, as firms of all sizes seek scale and greater leverage to serve their clients.

Competing in M&A Space: How First Time Acquirers Can Gain an Edge

This white paper, developed in collaboration with DeVoe & Company, shows first-time buyers how to prepare their businesses for mergers and acquisitions.

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BNY Mellon's Pershing

BNY Mellon’s Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody; investment, wealth and retirement solutions; technology and enterprise data management; trading services; prime brokerage and business consulting.

Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of offices worldwide, Pershing provides business-to-business solutions to clients representing approximately 7 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company.

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Competing in M&A Space: How First Time Acquirers Can Gain an Edge