DeVoe M&A+ Succession Summit

INVESTMENT MANAGEMENT DEALS BLOG

September 13, 2021

On October 28 and 29, 2021, DeVoe & Company will host its M&A+ Succession Summit at the Four Seasons Hotel San Francisco.  Speakers will include Matthew Cooper of Beacon Pointe Advisors, Shannon Eusey of Beacon Pointe Advisors, and Bernard Clark, of Charles Schwab & Co, Inc., among others.  Topics will include the current state and outlook for RIA M&A, the RIA industry 2030 and beyond, financing acquisitions and succession, and many more.

To register for the event: please click here.