Continue Reading “MarshBerry Viewpoint Update”
On March 31, 2026, MarshBerry published its Viewpoint Update report, analyzing trends in scaling and expansion across M&A spheres. The report focuses on M&A deal activity for roughly the past decade and a half. The report notes that the M&A industry has encouraged a “race for scale,” where buyers seek rapid growth via acquisitions. As a result, the size of leading firms has expanded quickly as the industry has continued to experience consolidation, while smaller, independent firms struggle to compete against organizations with larger resource pools. The report further notes that a steady capital flow into the wealth management industry signifies that such consolidation is “unlikely to reverse.”
To read the report: please click here.