Wealth Management Firms Mergers & Acquisitions:
The Ongoing Consolidation of Brokerage Firms & Independent Advisors
Recently Released!!!
Date Published: August 6, 2024
Summary PowerPoint Deck: 310 Slides
Reference PowerPoint Deck: 576 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 independent advisors being popular acquisition targets. This research is part of Tiburon's broader coverage of wealth & investment management mergers & acquisitions
This research begins with a context setting chapter addressing the wealth management firm sale process.
This research addresses the key historical phases of wealth management firms mergers & acquisitions, including:
This research defines distinct wealth management firms mergers & acquisitions market segments, including:
Date Published: August 6, 2024
Summary PowerPoint Deck: 310 Slides
Reference PowerPoint Deck: 576 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 independent advisors being popular acquisition targets. This research is part of Tiburon's broader coverage of wealth & investment management mergers & acquisitions
This research begins with a context setting chapter addressing the wealth management firm sale process.
This research addresses the key historical phases of wealth management firms mergers & acquisitions, including:
- Early Financial Advisor Aggregators Phase
- Strategic Buyers Phase
- Private Equity Phase
- High Multiples Phase
This research defines distinct wealth management firms mergers & acquisitions 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
- Continued Formalization of the Wealth Management Firm Sale Process
- 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
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:
