Brokerage Firm Mergers & Acquisitions:
The Ongoing Consolidation of Full-Service Brokerage Firms, Independent Broker/Dealers, and Discount & Online Brokerage Firms
Recently Released!!!
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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Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
