DeVoe & Company的动态

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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John Phoenix

Partner at Wealth Advisor Growth Network

2 周

How do you categorize consolidators - aren’t firms like Mercer, Beacon Pointe, WEG consolidators. They are RIAs powered by PE but the are absolutely consolidating.

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