Piper Sandler 2024 Asset & Wealth Manager Transaction Review and 2025 Forecast

INVESTMENT MANAGEMENT DEALS BLOG

April 7, 2025

Piper Sandler Companies published its 2024 Asset & Wealth Manager Transaction Review and 2025 Forecast (the “Review”). The Review analyzes general industry information and transaction highlights, as well as providing analysis on industry trends. The Review reported that 2024 saw 278 wealth manager transactions, with a median transaction amount of $529 million and an all-time high AUM transacted of $1,403 billion. The Review predicts this momentum will continue in 2025.

To read the report: please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.