by Matt Sonnen | Jun 5, 2025 | COO Best Practices, Entrepreneurship, M&A
Change is an inevitable part of life, and while it often brings excitement and opportunity, it can also be deeply unsettling. Whether it’s starting a new job, moving to a new city, or undergoing a major organizational shift, the process of change can feel chaotic and...
by Wealth Solutions Report | Dec 26, 2024 | M&A
M&A provides many benefits to the wealth management space. It assists firms in gaining access to technology and other support that saves advisors time, streamlines their work, and improves client experience. It provides tools for the succession planning of an...
by Matt Sonnen | Aug 15, 2024 | M&A, Operations and Technology
The registered investment advisor industry continues to report declining organic growth numbers, with many firms struggling to see gains above that of the stock market. With the allure of an infusion of capital from private equity investors dancing in RIA...
by Matt Sonnen | Apr 18, 2023 | M&A
The current state of RIA M&A activity seems to be a hot topic in the press these days. While rising interest rates and a slowing stock market are sure to dampen the record-breaking pace of acquisitions we’ve experienced over the past 8 years, mergers and...
by Matt Sonnen | Mar 9, 2022 | M&A
For buyers and sellers, highlighting the talent up and down the organization is a powerful way to stand out among competitors. It has been widely reported that 2021 marked the eight consecutive year of record M&A activity in the RIA space. A principal driving...
by Matt Sonnen | Nov 17, 2021 | M&A
Like with any relationship, it’s important to have those uncomfortable conversations early. We have previously written about the trials and tribulations of RIAs looking to merge businesses in the wake of an M&A transaction. In our experience, buyers and sellers...
