Family Wealth Report Mid-Year RIA M&A Update

INVESTMENT MANAGEMENT DEALS BLOG

August 12, 2024

Family Wealth Report published a mid-year update for the RIA M&A arena reporting who has achieved the most deals, made the biggest impact, and where wealth management is headed. The update shows that private equity was behind 96 per cent of RIA transactions in the second quarter and 76 per cent of minority stake investments in the first six months of the year. Additionally, valuations have remained high and stable for several years, with private equity backed ‘meta’ RIAs paying the highest valuations.

To read the update: please click here.

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