Succession & selling a firm

9 stories this week 71 in all, from the Advisors desk.

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Succession & selling a firm stories, page 2

Page 2 of 4

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Carlyle took a minority stake in Prime Capital Financial, where 170 advisors own equity

Oct 12

Hightower Signature to add $1 billion Synergy, a partner since 2017

Oct 9

Hightower Signature to add $1B Synergy Capital Solutions

Oct 8

RIA partner buy-ins should be debt-financed, not savings-funded, column argues

Oct 8

Merit Financial acquires $1.1B Orchard Park advisory practice

Oct 8

Bridgemark's Jeff Nash on how RIA sales change G2 advisors' path to ownership

Oct 7

Wealth Solutions Report outlines post-LOI pitfalls that can erode RIA sale value

Oct 6

Private Advisor Group CFO Adam Schorr on why buyers and sellers price the same practice differently

Oct 6

Bahnsen Group agrees to add $1.1 billion Hightower Naples practice under its brand

Oct 6

Ensemble Practice survey finds 4.3% client attrition at RIAs above $1 billion in 2023

Oct 5

Fidelity tells sub-$100 million RIAs to grow or move by June 2027

Oct 2

Timewise Financial's Caroline Piehl describes succeeding her father as managing partner

Oct 1

The RIA deal dip is a seller's calendar problem

Sep 25

In RIA sales, the entity chart beats the multiple

Sep 25

A soft RIA deal quarter tells sellers about 2025, not 2027

Sep 24

Dynasty broadens the RIA capital menu; the successor still goes unnamed

Sep 24

The successor is a buyer, and the terms are missing

Sep 23

Buyers still pay up. They want the file first

Sep 22

Aggregator equity turns a sale into a bet on someone else's roll-up

Sep 21

Three exits, three prices, one book

Sep 18

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Succession & selling a firm

Succession & selling a firm stories, page 2

Page 2 of 4

Carlyle took a minority stake in Prime Capital Financial, where 170 advisors own equity

Hightower Signature to add $1 billion Synergy, a partner since 2017

Hightower Signature to add $1B Synergy Capital Solutions

RIA partner buy-ins should be debt-financed, not savings-funded, column argues

Merit Financial acquires $1.1B Orchard Park advisory practice

Bridgemark's Jeff Nash on how RIA sales change G2 advisors' path to ownership

Wealth Solutions Report outlines post-LOI pitfalls that can erode RIA sale value

Private Advisor Group CFO Adam Schorr on why buyers and sellers price the same practice differently

Bahnsen Group agrees to add $1.1 billion Hightower Naples practice under its brand

Ensemble Practice survey finds 4.3% client attrition at RIAs above $1 billion in 2023

Fidelity tells sub-$100 million RIAs to grow or move by June 2027

Timewise Financial's Caroline Piehl describes succeeding her father as managing partner

The RIA deal dip is a seller's calendar problem

In RIA sales, the entity chart beats the multiple

A soft RIA deal quarter tells sellers about 2025, not 2027

Dynasty broadens the RIA capital menu; the successor still goes unnamed

The successor is a buyer, and the terms are missing

Buyers still pay up. They want the file first

Aggregator equity turns a sale into a bet on someone else's roll-up

Three exits, three prices, one book