Private equity has backed many of the recent acquisitions in the RIA profession. Indeed, approximately 77% of transactions in the first quarter of this year involved private-equity funding. Many of the largest acquirers are backed by PE firms, including Mariner, Carson, Mercer, Focus, Savant, Pathstone and the Wealth Exchange Group. When evaluating a PE-backed acquirer, there are a few things to consider, including possible drawbacks and how it will impact the future of your firm.
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Here is a link for more information about Advisor Growth Strategies:
Advisor Growth Strategies website - https://www.advisorgrowthllc.com/
John Furey bio - https://www.advisorgrowthllc.com/team/john-furey
John Furey’s Advisor Perspectives article, The Permanent Role of Private Equity in the RIA Profession - https://www.advisorperspectives.com/articles/2023/04/14/the-permanent-role-of-private-equity-in-the-ria-profession
AGS’ annual report, the RIA Deal Room, which shares real-time, data-driven M&A industry trends looking at the mechanics underlying transactions - https://www.advisorgrowthllc.com/ria-deal-room
A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.
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