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The ClientWise Blog
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M&A
The Valuation Trap: Why Market-Based Multiples Alone Miss the Mark
So I’m checking into a conference recently, and as I’m wrapping up at the hotel front desk, an advisor recognizes me and asks if he can have a word—confidentially. Of...
Bridging the Valuation Gap: How Deal Structure Can Salvage an M&A Impasse
Mergers and acquisitions are heating up across the wealth management landscape. Some firms are building pipelines as serial acquirers. Others are testing the...
More Than a Transaction: The Human, Cultural, and Operational Realities of Merger Integration
Mergers and acquisitions (M&A) are a strategic move that can help drive growth, increase market share, and enhance your profitability. M&A also represents an opportunity...
Before Taking Any M&A Action, Make Sure To Know Your ‘Why’
85% of RIA growth is currently being driven by senior advisors. How do you plan to sustain momentum and continuity as your founders start retiring? Succession planning...
6 Critical M&A Insights from Billion-Dollar Wealth Managers
For a long time, steady growth has been the norm for wealth management businesses. Over the past decade, the capital markets alone have driven revenues among fee-based...
M&A Considerations Part 2 - When the Seller is Staying
One of the critical factors you’ll need to consider as a buyer is whether you’re acquiring the business with the intent of having the acquiree exit the practice, or...
M&A Considerations Part I - When the Seller is Leaving
One of the critical factors you’ll need to consider as a buyer is whether you’re acquiring the business with the intent of having the acquiree exit the practice, or...