Recently Released!!!
Date Published: July 17, 2019
Summary PowerPoint Deck: 84 Slides
Reference PowerPoint Deck: 623 Slides

The purpose of this research is to provide readers with a comprehensive understanding of recent independent advisor mergers & acquistions. While this topic has become quite popular throughout the independent advisor 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, 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 an independent advisory 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 addresses historical phases of insurance agent & third-party administrator mergers & acqusitions, including:

• Aggregators Phase
• Middle Phase
• Retail Bank Acquirers Phase

This research summarizes the market growth in insurance agent & third-party administrator mergers & acquisitions, and highlights the leading insurance agent & third-party administrator acquirers.

This research addresses the related market segments for insurance agent & third-party administrator mergers & acqusitions, including:

• Insurance Agents
• Third-Party Administrators

And this research makes several predictions for insurance agent & third-party administrator mergers & acqusitions, including:

• Moderate Growth in Number of Insurance Agent & Third-Party Administrator Mergers & Acquisitions
• Retail Banks to Return as Most Frequent Acquirers