Berkshire Global Advisors published its US Traditional Investment Management Industry Trends Q1 2026 Report (the “Report”), analyzing M&A activity in the Investment Management Industry. The Report provides an analysis of market trends, financial performances and key themes, as well as insights into the trends shaping the financial landscape. The Report shows that Q1 2026 deal volume, with four transactions, is consistent with the trailing ten-quarter average, sustaining the elevated deal pace observed since Q4 2024. The Report shows that aggregate transaction value has normalized to $1.0 billion in Q1 2026, following an elevated 11.5 billion in Q4 2025 driven by select “mega deals”.
To read the report: please click here.