Independent Rep Mergers & Acquisitions:
Secondary Wealth Manager Targets

Recently Released!!!
Date Published: August 24, 2022
Summary PowerPoint Deck: 329 Slides
Reference PowerPoint Deck: 1,564 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 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 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; other reports exist for fee-based financial advisors (RIAs), property & casualty insurance agents, life & health insurance agents, CPA firms, law firms, real estate agents, & mortgage brokers. 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' variables & valuation metrics, highlights the leading independent rep acquistions, and highlights the leading independent rep acquirers.

And this research makes several future predictions for independent rep mergers & acquisitions, including:
  • Moderate Growth in Number of Independent Rep Mergers & Acquisitions
  • Independent Rep Valuations to Stagnate Due to Prevalence of Less Valuable Smaller Clients & Commission Business


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