As M&A activity ramps back up, RIAs need to bone up on the details

July 16, 2020

As M&A activity ramps back up, RIAs need to bone up on the details

As the pace of merger and acquisition activity in the RIA space ramps up following a three-month pandemic-related lull, the latest concern is around a gap in understanding the nitty-gritty details of what business consolidation is all about.

“Deal structures are rapidly evolving, and the industry is too dynamic to just say, ‘I want to do M&A,’” said Brandon Kawal, principal of Advisor Growth Strategies.

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