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In the News

The 2022 M&A Outlook: Bumper or Bust?

Posted by Wendy Leung

December 2, 2021
Wendy Leung Quoted
By Judy Ward

The rapid pace of advisory business merger and acquisition (M&A) deals will continue in 2022, experts say.

“The pressures of COVID-19, and the potential change in the capital-gains tax rate, have really driven the outsized amount of activity we’ve seen this year,” says Wendy Leung, senior consultant at Diamond Consultants, a recruiting and business consulting firm for financial advisers, located in Morristown, New Jersey. “At the same time, we’ve known for a number of years that there is an aging adviser population in need of a succession plan, and that is still a factor. There is also a ton of capital coming into the advisory M&A space: We see more private equity [PE] firms now interested in making acquisitions, for example.”

Leung says 2021 may end up clocking a peak in the number of deals, “but there’s still a ton of interest” heading into the new year.

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About Wendy Leung

Senior Consultant – Wendy's goal is simple: To leverage a comprehensive understanding of the industry landscape today and forces that will change it tomorrow, to guide advisors to opportunities where they can achieve long-term success for their business, clients and families. Learn more...

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