Sherman & Company published its Wealth Management M&A 2025 Q1 Review (the “Review”), analyzing M&A activity in the Wealth Management Industry. The Review provides an analysis of market trends, financial performances and key themes that have shaped Q1 2025. The Review shows that, through Q1 2025, the wealth management M&A market is projected to be at least as robust as the prior three years with 65 transactions announced and the average AUM per deal continuing to grow. Due to an influx of private equity capital into wealth management M&A, the Review predicts record deal volume in 2025.
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