by Matt Sonnen | Apr 24, 2019 | COO Best Practices, M&A, Operations and Technology
PFI Advisors has written a lot around the operational side of M&A, and how important it is for firms to think through not only deal structure and valuation, but the planning process around integrating the two firms into one cohesive company once the deal...
by Matt Sonnen | Mar 22, 2019 | M&A
There are more than 12,000 SEC-registered investment advisors[1] in the United States trying to differentiate and grow their businesses across the competitive and fragmented RIA space – a veritable Wild West of firms at the forefront of change. RIAs are not only...
by COO Society | Feb 28, 2019 | COO Best Practices, M&A, White Papers
As we announce our latest co-written white paper, we thought we would first share some background research and history put into this particular M&A thought leadership piece. While this is the first time we have formally partnered with another industry leader...
by COO Society | Aug 1, 2018 | COO Best Practices, M&A, Operations and Technology
We have been long-time proponents of the notion that RIAs need top tier technology infrastructure to support growth through M&A. Many would-be Buyers mistakenly think, “If I’m the one writing the check, it is the Seller who needs to impress me.” What...
by Matt Sonnen | May 11, 2018 | COO Best Practices, M&A
With the RIA industry setting itself up for further consolidation based on the macro trends impacting the industry, the opportunity for peer-to-peer M&A activity is increasing dramatically. Multiple industry studies are anticipating record levels of deal-making in...
by Matt Sonnen | Oct 9, 2017 | COO Best Practices, M&A
As operational and technology consultants, we are contacted at least three times per month from larger RIAs saying, “A friend of mine just bought a $100 million practice – I want to do that too!” This is a common response from aspiring buyers as the industry is...
