ECHELON Partners LLC (“ECHELON”) published a Report for RIA and wealth management M&A Deals for Q1 of 2025 (the “Report”), analyzing M&A activity among Registered Investment Advisors and in the wealth management industry. The Report shows that there were 118 total wealth management M&A deals announced in 1Q25, 86 of which were RIA deals. The Report explains that 87.3% of the RIA deals were done by strategic acquirors backed by private equity firms. ECHELON’s Report provides that 1Q25 saw a 31.1% increase in deals announced when compared to 1Q24 and projects that 2025 will be the most active year in RIA and wealth management dealmaking history.
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