RIA M&A · Podcast

From Succession to Scale: David DeVoe on What's Driving RIA M&A Today (EP.42)

For advisors thinking about succession, a sale or scaling, the episode outlines how growth and culture are discussed in M&A and the questions founders are told to ask before going to market.

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On the publisher’s site

Summary

By the ria m&a desk

David DeVoe of DeVoe & Company joins CAIS CMO Alex Cavalieri to discuss what is driving RIA M&A activity and where he believes it is heading. The conversation covers organic growth as a valuation metric, what a growth culture looks like, succession planning as a potential dominant force in deal activity, and cultural fit in M&A.

David DeVoe shares his view on what is driving M&A activity for independent advisors and where he believes it is heading.
He discusses why organic growth has become an important metric in firm valuation.
He says succession planning is about to re-emerge as the dominant force in deal activity.
He shares a framework for evaluating cultural fit and questions every founder should ask before going to market.

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