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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Mercer Capital

Let’s Make a Deal. Capitalizing on a Seller’s Market for RIAs.

Let’s Make a Deal. Capitalizing on a Seller’s Market for RIAs.

Louis Diamond Quoted – By Charles Paikert, Barron’s – For owners of advisory firms considering entering the current M&A market for RIAs, it’s a good time to be a seller. Echelon Partners, an RIA consulting firm, recorded 205 transactions in 2020, a record high for the industry. That frenzied pace has continued this year, as demand for RIAs far outstrips supply: Investment bankers report one seller can attract as many as 20 or 30 interested buyers. 

The Real Impact of the Crisis on Valuations and the Independent Space as a Whole

The Real Impact of the Crisis on Valuations and the Independent Space as a Whole

Matt Crow, President of Mercer Capital, a leading authority on firm valuations in the wealth management space, shares his perspective on the future of valuations, M&A and potential changes in the RIA space as a result of the COVID-19 crisis.

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