Brokerage Firm Mergers & Acquisitions:
The Ongoing Consolidation of Full-Service Brokerage Firms, Independent Broker/Dealers, and Discount & Online Brokerage Firms
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Date Published: August 11, 2023
Summary PowerPoint Deck: 127 Slides
Reference PowerPoint Deck: 549 Slides
The purpose of this research is to provide readers with a comprehensive understanding of the ongoing consolidation taking place amongst brokerage firms. Glass Steagall fell in 1999 and the financial services industry picked up its mergers & acquisitions trend, with brokerage firms being popular acquisition targets. This research is part of Tiburon's broader coverage of wealth management firms mergers & acquisitions and its even broader coverage of wealth & investment management firms mergers & acquisitions
This research addresses brokerage firm mergers & acquisitions variables & valuation metrics, as well as the leading acquisitions, and the leading acquirors.
This research defines distinct brokerage firm mergers & acquisitions market segments, including:
And this research makes several future predictions for brokerage firm mergers & acquisitions, including:
Date Published: August 11, 2023
Summary PowerPoint Deck: 127 Slides
Reference PowerPoint Deck: 549 Slides
The purpose of this research is to provide readers with a comprehensive understanding of the ongoing consolidation taking place amongst brokerage firms. Glass Steagall fell in 1999 and the financial services industry picked up its mergers & acquisitions trend, with brokerage firms being popular acquisition targets. This research is part of Tiburon's broader coverage of wealth management firms mergers & acquisitions and its even broader coverage of wealth & investment management firms mergers & acquisitions
This research addresses brokerage firm mergers & acquisitions variables & valuation metrics, as well as the leading acquisitions, and the leading acquirors.
This research defines distinct brokerage firm mergers & acquisitions market segments, including:
- Full-Service Brokerage Firms
- Independent Broker/Dealers
- Discount & Online Brokerage Firms
And this research makes several future predictions for brokerage firm mergers & acquisitions, including:
- Moderate Growth in Brokerage Firm Mergers & Acquisitions
- Fastest Growth in Independent Broker/Dealers Mergers & Acquisitions
- Moderate Growth in Transaction Values, with Fee-Based Brokerage Firms Earning the Highest Multiples
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Members of the media who would like further access to the components of this research may send an email to Sarah Sage.
Non Tiburon Members:
Media Access:
Members of the media who would like further access to the components of this research may send an email to Sarah Sage.