Deals, valuations, earn-outs, succession and breakaways: the business of buying and selling advisory firms. Picked by our desks.
2 videos and podcasts · new this week: 2
For wealth professionals focused on RIA growth and ownership, the episode discusses minority capital structures and the operational areas firms may need to build as they scale. It also connects data infrastructure, private-market capabilities and M&A capacity to long-term growth decisions.
It gives advisors and ria-ma watchers a look at one minority-capital model that is pitched as letting founders keep ownership and decision-making control while gaining growth resources. The segments on data infrastructure and private-market access touch on operational questions firms face when weighing outside investment or expanded investment offerings.
New manager videos, podcasts and our own ria m&a stories on My Desk and in your morning edition.
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