By Louis Diamond – We often hear principals of independent firms speak of their desire to increase assets under management, and how they feel that doing so will help ensure their relevancy and solidify their position in the marketplace. While this singular notion may have been a focus in years past, increased competition has caused a shift in goals for many quality firms, a shift towards increasing overall enterprise value by paying attention to the things that most impact it (as discussed in my last post).
By Louis Diamond – The recent spate of mergers and acquisitions has led many principals of independent advisory firms to consider their own futures.
“If we stay along our current course, will we be well positioned not only for growth, but also for increased enterprise value, making us more attractive to buyers of businesses like ours?”
Subscribe for Updates
Get updated by email when a new article is added.
Recent News & Articles
- The Founding Sanctuary Team: How These Wells Fargo Breakaways Built a $2.4B Business
- UBS is latest firm OK’d by NFL players union
- Merrill Seeks ‘Momentum Change’ With 400% Recruiting Deals–Sources
- The 7 Unintended Consequences of Staying the Course
- $1.6B 6 Years Later: Matt Celenza on Doubling Growth, Opportunity, and Life After Merrill