Financial Services Industry Brokerage Firm Acquisitions:
The Ongoing Consolidation of Brokerage Firms

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Date Published: January 29, 2019
Summary PowerPoint Deck: 81 Slides

Reference PowerPoint Deck: 761 Slides

The purpose of this research is to provide readers with a comprehensive understanding of the rapid consolidation taking place in the brokerage market. 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 financial services industry mergers & acquistion.

This research addresses the historical phases of brokerage firm acquistions, including:
  • Regulation Phase
  • Acquisitions Phase
  • Glass Steagall Repeal Phase
  • Industry Restructuring Phase
This research defines distinct market segments of brokerage firm acquistions, including:
  • Full-Service Brokerage Firms
  • Discount Brokerage Firms
And this research makes several future predictions for brokerage firm acquistions, including:
  • Increase in Brokerage Firm Mergers & Acquisitions Activity
  • Moderate Growth in Transaction Values, with Fee-Based Brokerage Firms Earning the Highest Prices
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