2021 RIA Industry M&A Transactions: Behind the Numbers
Transaction data alone only tells part of the story. Behind the numbers, M&A is a very human, multi-faceted endeavor.
Key findings
- Almost $160 billion in total AUM has been acquired in the first six months of this year, an increase of 19% over 2020 and 23% over 2019.
- Firms underscored the importance of being clear about why a transaction made sense for their firm and its clients.
- Firms acknowledged how critical it is to identify a partner that can create immense value to existing clients.
- Firms acknowledge they are only as good as their people, and they carefully considered how the transaction would impact their current teams.
About the report
We interviewed the buyers and sellers in five recent transactions for a closer look at what is happening beyond the industry M&A data. The following report reflects key takeaways from these interviews and provides a lens into the M&A process, along with advice for firms who might be considering a transaction of their own.
Media Contact: Meredith Richard
More RIA Industry M&A Transaction Reports
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