Independent Rep Mergers & Acquisitions:
Annual & Cumulative Transactions & Transaction Values

Recently Released!!!
Date Published: July 17, 2019
Summary PowerPoint Deck: 84 Slides
Reference PowerPoint Deck: 628 Slides

The purpose of this research is to provide readers with a comprehensive understanding of recent independent rep mergers & acquistions. While this topic has become quite popular throughout the independent rep industry, little reliable and consistent market data exists because many transactions take place between related parties and/or acquirers do not disclose the terms of their transactions. That said, similar trends have played out across other financial advisor markets with more public data, including amongst insurance agents & third-party administrators, CPA & law firms, and real estate agents & mortgage brokers. 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 an independent rep firm, this research should be a useful reference. This research topic is one in Tiburon's series of Financial Advisor Mergers & Acquisitions topics. Furthermore, 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.

This research summarizes the market growth in independent rep mergers & acquisitions, and highlights the leading independent rep acquirers.

And this research makes several predictions for independent rep mergers & acquisitions, including:
  • Substantial Growth in Number of Independent Advisor Mergers & Acquisitions
  • Four Types of Acquirers (Financial Advisor Aggregators; Strategic Buyers; Competitors; & Employees) to Continue to Dominate
  • New Group of Independent Advisor Aggregators to Succeed
  • Strategic Buyers (CPA Firms & Retail Banks) to Return
  • Mid-Tier Independent Advisors to Capitalize on Fill-In Opportunities


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