?? 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
DeVoe & Company
投资银行业务
San Francisco，California 3,555 位关注者
DeVoe & Company provides consulting, M&A and valuation services to wealth managers.
关于我们
DeVoe & Company is a leading consulting firm for RIAs. We support RIA owners and principals with business consulting, M&A guidance, and valuations. We are committed to creating transformational change for wealth management and investment management advisors. We provide comprehensive advisory services to help our clients accelerate their ability to achieve their goals. Our services include: - Consulting - Business Strategy - Succession Planning - Human Capital / Compensation - Transitioning in New Partners - Coaching - Guidance on Capital and Lending - Mergers, Acquisitions, and Sale Transactions - Valuations Twitter: DeVoeCo
- 网站
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https://www.devoeandcompany.com
DeVoe & Company的外部链接
- 所属行业
- 投资银行业务
- 规模
- 11-50 人
- 总部
- San Francisco，California
- 类型
- 私人持股
- 创立
- 2011
- 领域
- Mergers & Acquisitions、Succession Planning、Valuation、New Partner/Advisor Additions、Practice Management、Consulting、Human Capital和RIAs
地点
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主要
获取路线
50 California Street, Suite 1500
US，California，San Francisco，94111
DeVoe & Company员工
动态
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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
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David DeVoe shares his expert insights on what advisor M&A activity will look like under a Trump administration. Check it out below!
Experts predict that a pro-business environment with low taxes and interest rates, and declining regulation will spur more deal activity in an industry that has seen plenty of it. https://lnkd.in/ewjGPdns
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?? 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
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?? 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
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?? 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?
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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
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?? 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
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?Transaction Announcement: DeVoe & Company is proud to support Paladini Financial Management as they merge with Cerity Partners. This is DeVoe & Company's tenth transaction of 2024. #RIA #Wealthmanagement #mergersandacquisitions Learn more: https://lnkd.in/ghwUESNY
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