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Cash reigns as king in RIA M&A deals
The trend is expected to continue through the year as buyers' appetite for certainty outweighs cost of capital
5 challenges facing successful independents
When they begin thinking about their endgame, the largest firms may not be able to find a buyer within their own broker-dealer network
BlackRock attracts asset managers, wealth funds as PNC exits
Eight strategic investors accounted for 80% of the orders for PNC's stake in the giant fund company
Emigrant takes stake in Pure Financial Partners
The $2.4 billion RIA will use the funds for growth and acquisitions
LPL picking up another small broker-dealer
The IBD intends to buy E.K. Riley Investments, its second announced acquisition in a month
Smarsh acquires maker of cybersecurity tools
The acquisition of Entreda will round out the firm’s compliance offering
Goldman Sachs to acquire online custodian Folio Investing
The investment bank has expressed interest in building out its wealth management capabilities and has made several acquisitions in recent years
Hightower to take stake in $1.4 billion RIA
Cincinnati-based Osborn Williams & Donohoe has five advisers
Exencial Wealth Management to acquire $800 million RIA
Its purchase of North Carolina’s Willingdon Wealth will add 16 employees
LPL to acquire $1.5 billion Lucia Securities
The IBD will add the San Diego firm's 20 advisers via the purchase
Private equity firm takes majority stake in Docupace
In the wake of FTV Capital's investment, David Knoch of 1st Global has been named CEO of Docupace
3 Questions: Rich Cancro on selling firm to Franklin Templeton
The founder of AdvisorEngine talks about how the deal went down
RIA M&A could pick up in the wake of coronavirus
The market downturn may have hurt some valuations, but many of the other factors that have been fueling deal-making are still in place
3 Questions: Larry Roth on M&A during a pandemic
The managing partner at RLR Strategic Partners talks about when deal flow will pick up.
What’s the future for retirement plan adviser M&A?
Valuations might have peaked in the wake of the COVID-19 pandemic, but deals are still happening
Thank goodness we diversified
Our merger with private equity finances our expansion and strengthens our infrastructure, while allowing us to run the firm the way we always have
What firms need to know about M&A in today’s landscape
While the factors driving deals remain the same, the uncertainty could affect the number of deals near-term, and there's been a shift in the balance of negotiating power
How will smaller firms move forward in such a demanding era?
Large RIAs will have a much easier time navigating the crisis caused by the coronavirus, providing another impetus for M&A
Allworth acquires $450 million Houston Asset Management
Assets under management at the former Hanson McClain near $8 billion
Hightower takes stake in wealth consultant
Wellspring Associates offers fee-based estate, tax and legacy planning
