Financial Advisor Mergers & Acquisitions:
Annual & Cumulative Transactions & Transaction Values
Recently Released!!!
Date Published: February 2, 2024
Summary PowerPoint Deck: 254 Slides
Reference PowerPoint Deck: 1,387 Slides
The purpose of this research is to provide readers with a comprehensive understanding of recent financial advisor mergers & acquisitions. This topic is popular across the independent advisors, insurance agents, CPA & law firms, and real estate agents & mortgage brokers markets. As a result, Tiburon's primary objective is to summarize a common set of facts for all market participants. If your firm is for sale, or if you are seeking to acquire a financial advisory firm, this research should be a useful reference. This research compliments Tiburon's Financial Advisor Succession Planning and Financial Advisor Sale Process research. Tiburon's Financial Advisor Succession Planning research provides a step-by-step plan for planning for succession. Tiburon's Financial Advisor Sale Process research provides a step-by-step plan for selling a financial advisory firm. These three topics together support Tiburon's Financial Advisor Succession Planning, Acquisitions, & the Sale Process research. Other Tiburon research topics address retail bank, insurance company, brokerage firm, & investment management firm mergers & acquisitions. This research is part of Tiburon's financial advisor research series.
This research addresses the key historical phases of financial advisor mergers & acquisitions, including:
This research addresses several financial advisor mergers & acquisitions market segments, including:
Date Published: February 2, 2024
Summary PowerPoint Deck: 254 Slides
Reference PowerPoint Deck: 1,387 Slides
The purpose of this research is to provide readers with a comprehensive understanding of recent financial advisor mergers & acquisitions. This topic is popular across the independent advisors, insurance agents, CPA & law firms, and real estate agents & mortgage brokers markets. As a result, Tiburon's primary objective is to summarize a common set of facts for all market participants. If your firm is for sale, or if you are seeking to acquire a financial advisory firm, this research should be a useful reference. This research compliments Tiburon's Financial Advisor Succession Planning and Financial Advisor Sale Process research. Tiburon's Financial Advisor Succession Planning research provides a step-by-step plan for planning for succession. Tiburon's Financial Advisor Sale Process research provides a step-by-step plan for selling a financial advisory firm. These three topics together support Tiburon's Financial Advisor Succession Planning, Acquisitions, & the Sale Process research. Other Tiburon research topics address retail bank, insurance company, brokerage firm, & investment management firm mergers & acquisitions. This research is part of Tiburon's financial advisor research series.
This research addresses the key historical phases of financial advisor mergers & acquisitions, including:
- Foundational Phase
- Insurance Agents Phase
- Fee-Based Financial Advisors (RIAs) Phase
This research addresses several financial advisor mergers & acquisitions market segments, including:
- Independent Advisors
- Fee-Based Financial Advisors (RIAs)
- Independent Reps
- Insurance Agents
- Life & Health Insurance Agents
- Property & Casualty Insurance Agents
- CPA & Law Firms
- CPA Firms
- Law Firms
- Real Estate Agents & Mortgage Brokers
- Real Estate Agents
- Mortgage Brokers
- Substantial Growth in the Number of Financial Advisor Mergers & Acquisitions
- Financial Advisor Aggregator Models Emerging in Nearly All Market Segments
- Independent Advisors to Surpass Insurance Agents as Most Frequent Acquisition Category
- Large Fee-Based Financial Advisors to Demand Highest Valuations
- Secondary Market for Wirehouse & Other Captive Broker Businesses to Further Develop
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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:
