Retirement Plan Advisor Mergers & Acquisitions:
Acquisitions to Complement Fee-Based Financial Advisor (RIA) Acquisitions
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 retirement plan advisor mergers & acquistions. While this topic has become quite popular throughout the retirement plan 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. 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 retirement plan advisory 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), 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 retirement plan advisor mergers & acquisitions' variables & valuation metrics, highlights the leading retirement plan advisory acquisitions, and highlights the leading retirement plan advisor acquirers.
And this research makes several future predictions for retirement plan 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 retirement plan advisor mergers & acquistions. While this topic has become quite popular throughout the retirement plan 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. 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 retirement plan advisory 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), 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 retirement plan advisor mergers & acquisitions' variables & valuation metrics, highlights the leading retirement plan advisory acquisitions, and highlights the leading retirement plan advisor acquirers.
And this research makes several future predictions for retirement plan advisor mergers & acquisitions, including:
- Moderate Growth in Number of Retirement Plan Advisor Mergers & Acquisitions
- Retirement Plan Advisor Valuations to Remain Elevated as Acquirors Seek Client Referral Sources
Tiburon Member Access:
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:
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:
