Here are 4 topics covered in the report and much more:
- Record RIA Transaction Activity in 2024 – Explore how last year’s record 269 transactions involving RIA sellers with over $100 million in AUM marked a new high, with deal volume increasing by 0.4% compared to 2023
- Q4 Surge in Deals – Stay informed on the late-year spike in transaction activity, as the fourth quarter saw 86 deals compared to an average of 60 per quarter earlier in the year
- Drivers of Increased M&A Activity – Delve into the key factors fueling this growth, including aging advisor demographics, growing client demands for expanded services under one roof, robust valuations and private equity’s continued strong interest in the sector
- 2025 Outlook for RIA Deals – Learn how the landscape could unfold with increased deal flow in the year ahead