Independent Advisor Mergers & Acquisitions:
Private Equity Driving the Emergence of Two Dozen Financial Advisor Aggregators and $1.0 Trillion Assets Under Management 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 independent advisor mergers & acquistions. While this topic has become quite popular throughout the independent advisor 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 wealth management 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 property & casualty insurance agents, life & health insurance agents, CPA firms, law firms, real estate agents, & mortgage brokers.
This research addresses the key historical phases of independent advisor mergers & acquisitions, including:
This research summarizes the market growth in independent advisor mergers & acquisitions' variables & valuation metrics, highlights the leading independent advisor acquisitions, and highlights the leading independent advisor acquirers.
This research addresses independent advisor mergers & acquisitions business market segments, including:
This research also addresses independent advisor mergers & acquisitions size market segments, including:
This research also addresses independent advisor mergers & acquisitions acquirer segments, including:
And this research makes several future predictions for independent advisor 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 independent advisor mergers & acquistions. While this topic has become quite popular throughout the independent advisor 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 wealth management 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 property & casualty insurance agents, life & health insurance agents, CPA firms, law firms, real estate agents, & mortgage brokers.
This research addresses the key historical phases of independent advisor mergers & acquisitions, including:
- Early Financial Advisor Aggregators Phase
- Strategic Buyers Phase
- Private Equity Phase
- High Multiples Phase
This research summarizes the market growth in independent advisor mergers & acquisitions' variables & valuation metrics, highlights the leading independent advisor acquisitions, and highlights the leading independent advisor acquirers.
This research addresses independent advisor mergers & acquisitions business market segments, including:
- Fee-Based Financial Advisors (RIAs)
- Dually Registered Financial Advisors (RIAs)
- Independent Reps
This research also addresses independent advisor mergers & acquisitions size market segments, including:
- Large (>$1.0 Billion Assets Under Management & Administration)
- Medium ($100 Million - $1.0 Billion Assets Under Management & Administration)
- Small (<$100 Million Assets Under Management & Administration)
This research also addresses independent advisor mergers & acquisitions acquirer segments, including:
- Strategic Acquirers
- Private Equity & Financial Advisor Aggregators
- Competitors
- Employees
And this research makes several future predictions for independent advisor mergers & acquisitions, including:
- Substantial Growth in Number of Independent Advisor Mergers & Acquisitions
- Large Fee-Based Financial Advisors (RIAs) to Demand Highest Valuations with Substantial Size Premium Multiple Opportunity Continuing
- Dozens of Financial Advisor Aggregators to Continue to Emerge While Strategic Buyers to Remain Largely Absent
- Minority (Non-Controlling) Share Acquirors to Continue to Emerge
- Retirement Plan Advisors Mergers & Acquisitions to Emerge
- International (Non-United States) Markets Independent Advisor Mergers & Acquisitions Opportunities to Emerge
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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:
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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:
