“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.  


Download The 2020 RIA Deal Room report.

Download The 2019 RIA Deal Room report.



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