Berkshire Global Advisors published its US Traditional Investment Management Industry Trends Q3 2025 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 that have shaped 2025, as well as insights into the trends shaping the financial landscape. The Report shows that Q3 2025 deal volume is slightly higher, with four transactions, compared to the trailing two-year quarterly average of three per quarter. However, despite the increase in deal volume, Q3 2025 marked the weakest quarter for deal activity on a size basis since Q3 2024. The Report shows that M&A activity remains depressed relative to historical levels, with the recent high in annual transaction activity being in 2021.
To read the report: please click here.