News & Insights
June 2022
What Does a Bear Market Mean for RIA M&A?
Registered investment advisor (RIA) owners who may have been considering selling prior to the double whammy of equities selling off and interest rates…
April 2022
An Overview of M&A in the Registered Investment Advisor (RIA) Space
Merger and acquisitions (M&A) in the investment advisor space has been hot. Valuations have been on the rise in recent years on the back of strong st…
April 2022
An Overview of M&A Activity in the Insurance Space
Financial services firms of all types have seen a significant increase in merger and acquisition (M&A) activity over the last several years. Insuranc…