• Home: Leading Financial Advisor Recruiting Firm
  • About Us
    • Meet the Team
    • Testimonials
  • Services
    • For Financial Advisors
    • For Financial Services Firms
    • For Independent Business Owners
    • Our Process
    • Case Studies for Financial Advisors
    • Representative Deals
  • FAQs
  • Blog
  • Podcast
    • Industry Update
    • Independence 101 Series
  • News/Media
  • Tools/Resources
    • FAQs for Merrill Advisors
    • FAQs for UBS Advisors
  • Contact Us
  • Subscribe for Updates

Questions? Call us: 908-879-1002

Contact us...
Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
  • Home
  • About
    • Meet the Team
      • Mindy Diamond
      • Louis Diamond
      • Howard Diamond
      • Barbara Herman
      • Deborah Aronson
      • Wendy Leung
      • Cathy Nichols
      • Debbie Wallen
      • Allison Brunwasser
      • Joshua Tomolak
      • Shelley Muzio
      • Laura McGreevy
      • Caryl Felicetta
    • Testimonials
  • Services
    • For Financial Advisors
    • For Independent Business Owners
      • Sell-Side M&A Advisory
      • Consulting
    • For Financial Services Firms
      • Recruiting
      • Sell-Side M&A Advisory
    • Case Studies for Financial Advisors
    • Representative Deals
  • FAQs
  • Blog
    • Subscribe for Updates
  • Podcast
    • Industry Update
    • Independence 101 Series
    • Subscribe for Updates
  • News/Media
    • Moves in the News
  • Tools/Resources
    • FAQs for UBS Advisors
    • FAQs for Merrill Advisors
    • Other Tools For Advisors
    • Subscribe to e-Newsletter

Podcast

Independence for Financial Advisors

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

Posted by Mindy Diamond

A Conversation with Matt Crow, President of Valuation Firm Mercer Capital

M&A activity in the RIA space enjoyed a continual rise over the last several years, fueled largely by sellers looking to solve for scale, succession and monetary goals, and a cadre of well-funded buyers seeking to capitalize on potential opportunities.
But, the big question on everyone’s mind – including prospective breakaways as well as independent business owners – is how this crisis will impact valuations and the M&A marketplace overall.

Matt Crow Mercer CapitalMatt Crow, President of Mercer Capital and one of the leading authorities on firm valuations in the wealth management space, joins this episode to share his perspective, including:

  • How he anticipates valuations will change in the near term—and what impact those changes will have on M&A activity.
  • Who the most active buyers and sellers are now—and those he expects will be going forward.
  • What changes he expects in the RIA space as a result of this crisis—and how smaller, stand-alone RIAs might fare after the storm passes.

Plus, Matt shares actionable steps that prospective and current business owners can take now to positively impact enterprise value.

While the crisis has disrupted the robust momentum of the entire wealth management industry, Matt provides insight into firms that are well-poised for success—and why plenty of buyers will still be eager to pay top dollar for businesses that are “all-weather firms” built by “marketing and not markets.”

It’s an optimistic look at the post-crisis world and the industry going forward—a positive viewpoint that we can all learn from.

Podcast: Play in new window | Download (Duration: 43:46 — 50.8MB) | Embed

Subscribe: Google Podcasts | Spotify | Pandora | Stitcher | TuneIn | Deezer | RSS


Related Resources

Determining Enterprise Value
7 Key Qualitative Drivers for Sellers. Read->

Gaining Scale: Why it Matters to Your Advisory Practice
Scale seems to be the buzzword du jour, but what does it really mean for your practice? Read->

How to Make the Most of this Nationwide Timeout
Although the game of life feels like it’s been put on hold, there are things we can be doing to make the most of our time. Read->

 

Matt Crow:

Matthew R. Crow is the president of Mercer Capital and leads the Investment Management Industry team.

The team provides RIAs, independent trust companies, broker-dealers, and investment consulting firms with valuation services related to corporate planning and reorganization, transactions, employee stock ownership plans, and tax issues as well as valuations of intangible assets, options, and assets subject to specific contractual restrictions. Matt and his team also consult with investment management clients in the process of selling or buying. Matt publishes research related to the investment management industry and is a regular contributor to Mercer Capital’s weekly blog, RIA Valuation Insights.

He also has broad industry experience in insurance, real estate investment ventures, and technology companies accumulated by working with hundreds of client companies during his tenure at Mercer Capital.
 


This podcast is also available on…

Mindy Diamond on iTunes           Listen on Google Play Music           Diamond Consultants Podcast on YoutUbe

 

Browse other episodes in this podcast series…

You may also be interested in...

Share
0
Mindy Diamond

About Mindy Diamond

President and CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

Subscribe to the Series

Get updated by email when a new episode is added.

Please note that all requests are handled with complete discretion and confidentiality.


 

Other Recent Episodes

  • Michael Kitces on Everything Financial Advisors Need to Know About Growth
  • 6 Months Later: Why a Former UBS Lifer Considers Independence His “Do Over”
  • A Rare Glimpse into the Culture, Cachet and Success of First Republic
  • Preparing for Exploration: 10 Practical Tips to Conduct a Strategic Due Diligence Process
Independence 101 The Basics for Advisors
Feedspot Top 35 Podcasts for Financial Advisors
We're available to answer your questions. Contact us

Connect with us

Search

© 2021 · Diamond Financial Consultants, LLC t/a Diamond Consultants. All rights reserved.

  • Home: Leading Financial Advisor Recruiting Firm
  • About
  • Services
  • FAQs
  • Blog
  • Podcast
  • News/Media
  • Tools/Resources
  • Contact
  • Our Locations
  • Privacy Policy
  • Site Map