Berkshire Global Advisors – 2024 Wealth Management M&A Report

INVESTMENT MANAGEMENT DEALS BLOG

February 24, 2025

Berkshire Global Advisors published its 2024 Wealth Management M&A Report (the “Report”), analyzing M&A activity among Registered Investment Advisors. The Report provides an analysis of market trends, financial performances and key themes that have shaped 2024, as well as insights into the trends shaping the financial landscape. The Report shows that 2024 was the most active year of wealth management M&A in industry history, with the majority of transactions being strategic acquisitions. Looking forward, the Report predicts that 2025 will see an increase in transactions as a result of expected lower interest rates.

To read the press release: please click here.

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