Berkshire Global Advisors – US Traditional Investment Management Industry Trends Q4 2024 Report

INVESTMENT MANAGEMENT DEALS BLOG

March 17, 2025

Berkshire Global Advisors published its US Traditional Investment Management Industry Trends Q4 2024 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 2024, as well as insights into the trends shaping the financial landscape. The Report shows that Q4 2024 saw an increase from Q4 2023 to Q4 2024, with 12 transactions as compared to 9 and an increase in transaction value from $4.0 billion to $5.7 billion. This growth is indicative of a recovery from a slow Q4 in 2023, while still remaining below the highs of Q4 2021.

To read the report: please click here.

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