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Deal Reports & Other Research
Thought Leadership
Deal Reports & Other Research
The Q2 2022 RIA M&A Deal Report
Click here to download The Q2 2022 RIA M&A Deal Report
Deal Reports & Other Research
The Q1 2022 RIA M&A Deal Report
Click here to download The Q1 2022 RIA M&A Deal Report
Deal Reports & Other Research
The 2021 RIA M&A Deal Report
Click here to download The 2021 RIA M&A Deal Report
Deal Reports & Other Research
The Q3 2021 RIA M&A Deal Report
Click here to download The Q3 2021 RIA M&A Deal Report
Deal Reports & Other Research
The Q2 2021 RIA M&A Deal Report
Click here to download The Q2 2021 RIA M&A Deal Report
Deal Reports & Other Research
The Q1 2021 RIA M&A Deal Report
Click here to download The Q1 2021 RIA M&A Deal Report
Deal Reports & Other Research
The 2020 RIA M&A Deal Report
Click here to download The 2020 RIA M&A Deal Report
Deal Reports & Other Research
The 2019 RIA M&A Deal Report
Click here to download The 2019 RIA M&A Deal Report
Deal Reports & Other Research
The 2018 RIA M&A Deal Report
Click here to download The 2018 RIA M&A Deal Report
Thought Leadership
Succession Planning
Vexing Challenges and Savvy Solutions of both internal and external succession transactions. This webcast will examine key legal and tax considerations, as well as common challenges with human capital and integration.
Thought Leadership
The Competitive Dynamics of RIA M&A
How buyer sophistication, increased financing options, minority deals, valuations and strategic deal structures are re-shaping the M&A landscape.
Thought Leadership
Culture & Alignment: The People Side of Dealmaking
How compensation systems, equity sharing and incentive programs are being combined with qualitative strategies to drive alignment, growth and success.
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