Articles
April 30, 2018
Client Attrition: How Many Clients Walk After Acquisition?
Client attrition rates are crucial to assigning M&A transaction risk in any industry. As the consolidation of the wealth management industry looms, historical M&A transaction client attrition…
April 28, 2018
Where’s the liquidity? Historic financing options for IBDs and RIAs
Today, 68% of advisors cite securing M&A financing as crucial to their growth; however, only 17% of advisory practice acquisitions receive bank financing. Historically, banks have been reluctant…
April 27, 2018
Prepare to Acquire: Identifying Acquisitions in Wealth Management
The wealth management industry is facing unprecedented turnover as the baby boomer generation begins to retire. While many practices grow by a rate of 10-15% of their assets under management each year…