The Important Role Talent  Plays in M&A Transactions

The Important Role Talent
Plays in M&A Transactions

For buyers and sellers, highlighting the talent up and down the organization is a powerful way to stand out among competitors. It has been widely reported that 2021 marked the eight consecutive year of record M&A activity in the RIA space. A principal driving...
M&A Requires More Than  Securing Financing

M&A Requires More Than
Securing Financing

What first-time buyers are missing is that, despite popular opinion, most transactions are not propelled solely by a seller’s desire for monetary gain – they simply want to feel that by joining a larger organization, they can experience the next stage of career...
Making a Big Firm  Feel Small

Making a Big Firm
Feel Small

The continued tear of M&A activity throughout the RIA industry has resulted in some firms reaching critical mass very quickly.  These firms are learning that with size comes all the troubles associated with scalability.  Beyond the structural challenges...