September 2022 What Buyers are Looking for in Insurance Agency Acquisitions Blogs| Business Sale, ESOP, Industry Specific, Strategic Advice If you’ve been contemplating the sale of your insurance agency, buyers are still actively looking for opportunities. In this article, we’ll look a… Read More
June 2022 What Does a Bear Market Mean for RIA M&A? Blogs| Business Sale, Business Valuation, Industry Specific, Strategic Advice Registered investment advisor (RIA) owners who may have been considering selling prior to the double whammy of equities selling off and interest rates… Read More
April 2022 An Overview of M&A in the Registered Investment Advisor (RIA) Space Blogs| Business Sale, Business Valuation, ESOP, Industry Specific, Strategic Advice 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… Read More
April 2022 An Overview of M&A Activity in the Insurance Space Blogs| Business Sale, Business Valuation, ESOP, Industry Specific, Strategic Advice Financial services firms of all types have seen a significant increase in merger and acquisition (M&A) activity over the last several years. Insuranc… Read More
