Fee-Based Financial Advisor (RIA) Mergers & Acquisitions:
Substantial Premiums Being Paid for Platform Firms
Recently Released!!!
Date Published: October 1, 2024
Summary PowerPoint Deck: 364 Slides
Reference PowerPoint Deck: 1,838 Slides
The purpose of this research is to provide readers with a comprehensive understanding of recent fee-based financial advisor (RIA) mergers & acquistions. While this topic has become quite popular throughout the fee-based financial advisor (RIA) market, 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. 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 fee-based financial advisory (RIA) firm, this research should be a useful reference. This research topic is one in Tiburon's series of Financial Advisor Mergers & Acquisitions topics; other reports exist for independent reps, property & casualty insurance agents, life & health insurance agents, CPA firms, law firms, real estate agents, & mortgage brokers.
This research summarizes the market growth in fee-based financial advisor (RIA) mergers & acquisitions' variables & valuation metrics, highlights the leading fee-based financial advisor (RIA) acquistions, and highlights the leading fee-based financial advisor (RIA) acquirers.
And this research makes several future predictions for fee-based financial advisor (RIA) mergers & acquisitions, including:
Date Published: October 1, 2024
Summary PowerPoint Deck: 364 Slides
Reference PowerPoint Deck: 1,838 Slides
The purpose of this research is to provide readers with a comprehensive understanding of recent fee-based financial advisor (RIA) mergers & acquistions. While this topic has become quite popular throughout the fee-based financial advisor (RIA) market, 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. 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 fee-based financial advisory (RIA) firm, this research should be a useful reference. This research topic is one in Tiburon's series of Financial Advisor Mergers & Acquisitions topics; other reports exist for independent reps, property & casualty insurance agents, life & health insurance agents, CPA firms, law firms, real estate agents, & mortgage brokers.
This research summarizes the market growth in fee-based financial advisor (RIA) mergers & acquisitions' variables & valuation metrics, highlights the leading fee-based financial advisor (RIA) acquistions, and highlights the leading fee-based financial advisor (RIA) acquirers.
And this research makes several future predictions for fee-based financial advisor (RIA) mergers & acquisitions, including:
- Substantial Growth in Number of Fee-Based Financial Advisor (RIA) Mergers & Acquisitions
- Fee-Based Financial Advisor (RIA) Valuations to Remain Elevated
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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:
