Recently Released!!!
Date Published: February 22, 2023
Summary PowerPoint Deck: 435 Slides
Reference PowerPoint Deck: 2,031 Slides

The purpose of this research is to provide readers with a comprehensive understanding of the ongoing consolidation taking place amongst wealth management firms. Glass Steagall fell in 1999 and the financial services industry picked up its mergers & acquisitions trend, with brokerage firms and investment management firms being popular acquisition targets. This research is part of Tiburon's broader coverage of financial services industry mergers & acquistions.

This research addresses wealth management firm mergers & acquisitions variables & valuation metrics, as well as the leading acquisitions, and the leading acquirors.

This research defines distinct wealth management firm mergers & acquistions market segments, including:

• Brokerage Firms
  • Full-Service Brokerage Firms
  • Independent Broker/Dealers
  • Discount & Online Brokerage Firms
• Independent Advisors
  • Fee-Based Financial Advisors (RIAs)
  • Retirement Plan Advisors
  • Independent Reps

And this research makes several future predictions for wealth management firm mergers & acquistions, including:

• Substantial Growth in Wealth Management Firm Mergers & Acquisitions
• Fastest Growth in Independent Advisor Mergers & Acquisitions
• Moderate Growth in Transaction Values, with Fee-Based Financial Advisors (RIAs) Earning the Highest Multiples