DeVoe & Company:
Offers comprehensive valuation, strategy and M&A advisory services to help you accelerate the achievement of your business goals. Review the DeVoe RIA Deal Book™ – Q2 2018 to learn more about recent acquisition activity. Contact David DeVoe to learn more.
Provides FINRA-licensed investment banking and M&A services (through wholly owned broker-dealer), customized valuations appropriate for the particular situation, and management consulting for projects such as equity sharing, succession planning, executive compensation, shareholder liquidity and growth strategy. Check out their 2018 RIA M&A Deal Report. Contact Dan Seivert to learn more at 888.560.9027.
InCap Group, Inc:
Offers investment banking services to asset managers, wealth managers, securities brokers, and FinTech companies, including merger & acquisition advice, valuations, and strategic advice. Contact James Tennies to learn more.
Park Sutton Advisors:
Offers advisory services encompassing mergers and acquisitions, divestitures, strategic alliances, joint ventures, valuations and succession planning. Contact Steven Levitt to learn more.
The Current M&A Environment for Wealth Management Firms
M&A Activity for Wealth Management firms is at a record high in terms of both the number of transactions and the valuation of firms. Increasingly, more players are coming into the space, seeking to effect transactions. In this webinar, panelists Jim Tennies, President and Found, and Jaime Carvello, Managing Director of InCap Group Inc. will explore various important considerations such as M&A valuation, deal structure, motivations of buyers and sellers, types of buyers in the marketplace, and related topics of interest.
Live Q&A with Oak Street Funding
Mergers and Acquisitions in the RIA Industry
Valuation & Deal Structure in the RIA Industry
Acquisitions in the asset and wealth management industry has picked up considerably, but reaching an agreement on valuation has never been easy. To learn more about valuation, view our webinar, “Valuation & Deal Structure in the RIA Industry” with Steven Levitt of Park Sutton Advisors and Chris Frieden of Alston & Bird.
Navigating Purchase Price in Advisor Acquisitions
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