ECHELON’s RIA M&A Deal Report for 2023: Mega-Trends Report


February 26, 2024

ECHELON Partners LLC published a Report for Mega-Trends Behind Record Activity in RIA M&A Deals for the year of 2023 (the “Report”). The Report shows that wealth management M&A activity remained elevated in 2023, with a modest decline from 2022’s record total. 2022 remains the year with the highest deal volume in the last decade. In 2023, strategic acquirers dominated the M&A market, with most deals being add-on acquisitions by PE-backed platforms. Additionally, the Report states that another robust year for M&A is expected in 2024.

To download and read the report: please click here.

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