Financial Advisor Mergers & Acquisitions:
Annual & Cumulative Transactions & Transaction Values

Recently Released!!!
Date Published: January 25, 2019
Summary PowerPoint Deck: 70 Slides
Reference PowerPoint Deck: 612 Slides

The purpose of this research is to provide readers with a comprehensive understanding of recent financial advisor mergers & acquistions. This topic is popular across the independent advisor, insurance agents & third-party administrators, CPA & law firms, and real estate agents & mortgage brokers markets. As a result, Tiburonís 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 & acquistions. This research is part of Tiburon's financial advisor research series.

This research addresses several historical phases of financial advisor mergers & acquisitions, including:
  • Early Phase
  • Middle Phase
  • Recent Phase
This research addresses several financial advisor market segments involved in financial advisor mergers & acquisitions, including:
  • Independent Advisors
    • Fee-Based Financial Advisors (RIAs)
    • Independent Reps
  • Insurance Agents & Third-Party Administrators
    • Insurance Agents
    • Third-Party Administrators
  • CPA & Law Firms
    • CPA Firms
    • Law Firms
  • Real Estate Agents & Mortage Brokers
    • Real Estate Agents
    • Mortgage Brokers
And this research makes several predictions for financial advisors mergers & acquisitions, including:
  • Substantial Growth in the Number of Financial Advisor Mergers & Acquisitions
  • Insurance Agents & Third-Party Administrators and CPA & Law Firms to Continue as Most Frequent Acquisition Categories
  • Fee-Based Financial Advisors to Demand Highest Valuations
  • Secondary Market for Wirehouse & Other Captive Broker Businesses to Further Develop


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