DeVoe & Company

?? This year marks a significant milestone for DeVoe & Company as we celebrate 13 years of innovation, growth, and excellence. From our beginnings to where we are today, none of this would be possible without the amazing support from our clients, partners, and our dedicated team members. Over the past 13 years, we’ve: ? Successfully completed over 950 engagements ? Partnered with more than 175 clients managing $1B+ in AUM ? Expanded our expert team to 25 members We’re incredibly proud of our journey, and we remain committed to empowering RIAs with the best strategic consulting, valuation services, and M&A guidance to help them build stronger, more successful businesses. Here’s to 13 years of making an impact and to many more years of growth and success! ?? #RIA #investmentbanking #consulting

?? Our team had an amazing time at #SchwabIMPACT! The energy was off the charts, and our booth was buzzing nonstop. It was fantastic connecting with incredible people, sharing insights, and exploring ways to support the RIA industry. We're looking forward to next year! #RIA #mergersandacquisitions

Our Founder & CEO David DeVoe shared valuable insights on stage at #SchwabIMPACT! Key topics highlighted during the session: ? The power of a "Goals-Based" approach to your M&A strategy ? How to identify your optimal partner and what major buyers look for ? The importance of planning ahead to prepare your firm for a successful sale We are looking forward to the rest of the conference! Swing by booth 1430 - our team would love to connect! #RIA #mergersandacquisitions

David DeVoe shares his expert insights on what advisor M&A activity will look like under a Trump administration. Check it out below!

?? Join us in celebrating Adam Levy, CFA 2nd work anniversary at DeVoe & Company. Adam delivers exceptional services to our clients and his insights and dedication have truly elevated our team! Here’s to many more successful years together! ?? #DeVoeteam

?? Join us at Schwab IMPACT in San Francisco and don't miss our Founder & CEO David DeVoe moderate the Demystifying RIA M&A panel on 11/20 at 11:30am. Connect with Dave and DeVoe & Company President Tony Parkin, Managing Director A. Douglas Johnson and Special Advisor Ed Moore, CFP? to discuss the latest trends in RIA M&A! Reach out to schedule a meeting or drop by booth 1430 to chat with us. #SchwabIMPACT #RIA #mergersandacquisitions

Today, we honor the brave individuals who have served our country. This Veteran's Day, we express our deepest gratitude for their sacrifice and dedication. Thank you for protecting our freedom.

?? RIA M&A activity surges! October has set a new record for the most active month of all time, with 39 transactions — surpassing the previous high of 33 in January 2021! ?? That’s nearly double the 21 deals announced in October 2023. Year-to-date, RIA M&A activity is up 12% compared to 2023. Read more on this milestone: https://lnkd.in/gptZgXWc #RIA #mergersandacquisitions?

RIA M&A Insights! For the first time since 2017, RIA buyers have nearly closed the gap with consolidators, completing 38% and 39% of acquisitions, respectively. Key highlight: ?? In the first three quarters of 2024, RIA buyers have already matched last year's total with 72 transactions. ??? Dive into the full report here: https://lnkd.in/geVn4Xy4 #mergersandacquisitions #DeVoeDealBook #RIA

?? RIA organic growth has dropped from 9% in 2017 to 3% today. Join us for our first webinar in a two-part series, Supercharging RIA Growth: From Conventional to Cutting Edge! ?? In this insight-packed session, RIA growth experts David DeVoe and John Mittnacht will discuss how to move beyond conventional tactics, and create a comprehensive and integrated growth strategy. ?? Now is the time for your firm to re-engage in driving growth. Register today! https://lnkd.in/gmCp275s