“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 2020 RIA Deal Room report:

  • How the M&A market is responding to industry trends, the forces driving M&A, and the impact of the COVID-19 pandemic
  • Trends in valuations and deal structures
  • Buyer and seller perspectives on entering the market including identifying opportunities and demystifying the available options
  • The future implications of the shifts in RIA M&A and pressures of scale and succession

Download The 2020 RIA Deal Room report.

The Next Generation of RIA M&A Webinar Series

Please join us as we explore key findings from The RIA Deal Room research with industry experts over the next four weeks.  Starting June 10th, we will host a 45-minute webinar each week.

To register for the full webinar series, please complete the following fields:


To view webinar replays, please use the links below:

  • Fact Versus Fiction: Investigating the “Truth” in Deal Structures 
    • Wednesday, June 10th / 1:00 PM – 1:45 PM (ET)
    • Special Guests: 
      • Karl Heckenberg, CEO, Emigrant Partners, LLC
      • Rush Benton, Senior Director, CAPTRUST
    • Webinar Recording:
  • Finding a Seat at the M&A table: Strategies for the Long Term
    • Wednesday, June 17th / 1:00 PM – 1:45 PM (ET)
    • Special Guests: 
      • John Burns, CEO, Exencial Wealth Advisors
      • Marty Bicknell, CEO & President, Mariner Wealth Advisors
    • Webinar Recording:
  • Approaching a Deal: How Do RIAs Get Started?
    • Wednesday, June 24th / 1:00 PM – 1:45 PM (ET)
    • Special Guests
      • Brent Brodeski, CEO, Savant Capital
      • Matt Cooper, Partner and President, Beacon Pointe
    • Webinar Recording:
  • Tailwinds: Evaluating the Next Generation of RIA M&A
    • Wednesday, July 1st / 1:00 PM – 1:45 PM (ET)
    • Special Guests
      • Rick Dennen, President & CEO, Oak Street Funding
      • Keith Taylor, Managing Director, The Cynosure Group
    • Webinar Recording:


Download the 2019 study.


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