Trends in M&A
Legacy Builders
Join me on Legacy Builders as we delve into the latest trends in mergers and acquisitions within the financial advisory sector. In this episode titled "Trends in M&A," I explore the resurgence of M&A activity, driven by pent-up demand and strategic growth opportunities. Discover how private equity firms are reshaping the landscape by investing heavily in wealth management, with the Registered Investment Advisor segment seeing 251 deals in 2023 alone. We also discuss the transformative role of artificial intelligence, which is revolutionizing deal identification and validation. As we look ahead to 2025, strategic buyers are becoming more selective, focusing on firms with proven growth. Additionally, we examine the evolving compensation models and the importance of effective succession planning. Tune in to learn how firms can thrive by embracing these trends. For more insights, visit www.advisorlegacy.com.
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