Mark Bruno on the big picture of M&A in the RIA space

Episode 30

Mark Bruno joins Jeff and Bruce to kick off 2021 with a detailed look at mergers and acquisitions in the RIA space, including trends, outlooks, private equity and tips for sellers

Episode Notes

2:00 Big picture on M&A in the RIA space

5:30 What's driving the increase in M&A?

9:00 Deal structures in the current M&A environment

16:00 Looking at valuations in the sector

19:00 The public market option for RIAs - does it work?

24:30 Why private equity may be as or more appealing to RIAs as public markets

27:00 CI Financial's model and strategy

31:00 How small firms fit in the current market

34:30 What are buyers looking for?

37:00 M&A outlook for 2021

Related Article:  Not even a global pandemic could derail RIA M&A momentum

Guest Bio:  Mark Bruno is a managing director at Echelon Partners, an investment banking, management consulting and valuation specialist to the wealth management industry.

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