Research
FORUM TRANSCRIPT

RIA M&A Update – Deal Activity & Consolidation Outlook

  • Private Equity
  • Financials
  • Europe
PREMIUM

Specialist

Executive at New Jersey-based financial advisor and recruitment company

Agenda

  • Operating environment for RIAs (registered investment advisors), highlighting macroeconomic backdrop’s impact on deal activity and fee compression
  • Potential volume of deal activity we could see and whether current multiples being paid for M&A are sustainable over time
  • Relative M&A strategies and activity of Focus Financial (NASDAQ: FOCS), Hightower and others
  • Outlook for 2023 and beyond, highlighting the potential for larger platform transactions

Questions

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