Our latest industry white paper details the 7 key capabilities that all RIA buyers need to develop before engaging in M&A activity. This report also highlights four industry leaders and the lessons they have learned from their varied experiences: Savant Capital Management, Angeles Wealth Management, Osborne Partners Capital Management, and Summit Trail Advisors.
We are finding that many aspirational firms who are looking to become a “buyer of choice” don’t fully understand (nor are they prepared for) the complexities involved in executing deals, integrating firms, or realizing the desired synergies from M&A transactions. In order to capitalize on the consolidation movement taking place in the RIA industry, firms need to increase their technology investments, improve management capacity, hone their communications skills, and develop operational infrastructure in order to succeed.
We hope you enjoy the report and welcome your feedback!