Merger and acquisition activity within the financial-advisor industry has remained strong over the last few years. In some cases, advisors who are baby-boomers looking to sell their firm to the next generation are driving this activity. However, most consolidation is based on firms’ growth strategies and trying to find scale.
Our M&A info kit addresses succession planning, how current interest rates may impact consolidation, and finding the right balance between M&As and organic growth strategies while ensuring your technology can support your firm’s plans.
