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

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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. 

“Sellers really do have a lot of opportunities in today’s market,” says Matt Crow, president of M&A valuation firm Mercer Capital.

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