Fidelity Quarterly M&A Review

INVESTMENT MANAGEMENT DEALS BLOG

August 5, 2024

Fidelity published its Quarterly M&A Review Report (the “Report”), reviewing M&A activity for Q2 of 2024. While transaction count increased by just five compared to the second quarter of 2023, the total amount of assets that changed hands via RIA M&A more than tripled from the same quarter last year, according to Fidelity. The company said in the Report that activity levels signal the continued health of the M&A market. The Report also stated that the company observed an increase in median deal size.

To download and read the report: please click here.

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