“The RIA Deal Room,” sponsored by BlackRock, provides unbiased, data-driven insights into the changing M&A landscape, including how acquirers and sellers are getting deals done. The concept behind the study is to provide a more novel, in-depth look at the mechanics underlying RIA M&A transactions and provide information that drives readers to think about M&A strategically. This special research report leverages actual transaction data to highlight the changing dynamics within the RIA M&A landscape and debunks misconceptions of deal mechanics.
What’s inside The 2021 RIA Deal Room report:
- How the M&A market has adapted to the COVID-19 pandemic
- Trends in valuations and deal structures
- What the increasing attention from minority investors and battle between investors and integrators means for sellers
- The future implications of the shifts in RIA M&A and pressures of scale and succession
Download The 2021 RIA Deal Room Report HERE
2021 RIA Deal Room Virtual Roundtable Event - Click here to watch the recording
Advisor Growth Strategies and industry experts, Dave Barton (Mercer Advisors), Marty Bicknell (Mariner Wealth Advisors), and Rush Benton (CAPTRUST), share insights on how RIA M&A has adapted to the COVID-19 pandemic and the implications for 2021. The panel discussion tackles recent trends in valuation and deal structures and what the pressures of scale and succession mean for the industry.