Sherman & Company – Asset & Wealth Management M&A – 2025 Mid-Year Update

INVESTMENT MANAGEMENT DEALS BLOG

 

Sherman & Company published its Asset & Wealth Management M&A 2025 Mid-Year Update (the “Update”), analyzing M&A activity in the asset and wealth management industry. The Update provides an analysis of market trends, financial performances and key themes that have shaped the first half of 2025. The Update shows that, based on the first half of 2025, the asset and wealth management M&A market is projected to reach record highs in 2025 in light of equity markets continuing to grow and as anticipated rate cuts become implemented.

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.