Friday, November 11, 2022
HomeWealth ManagementRIA Edge Podcast: Raj Bhattacharyya: The State of Play in RIA M&A

RIA Edge Podcast: Raj Bhattacharyya: The State of Play in RIA M&A


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RIA mergers and acquisitions have been re-shaping the trade for the final a number of years. However after years of report deal-making exercise, how have the declining market situations and rising rates of interest impacted RIA M&A in 2022?

On this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Administration, speaks with Raj Bhattacharyya, CEO of Robertson Stephens, on the most recent tendencies within the M&A market and the way a rise in offers throughout the previous 12 months would possibly affect the long run wants and needs of patrons.

Particularly, Mark and Raj focus on:

  • The first drivers and modifications in 2022 M&A exercise ranges
  • How the varieties of offers and patrons are prone to evolve in 2023
  • The place Robertson Stephens sees alternative within the RIA market
  • Key questions all sellers or potential sellers ought to ask potential patrons throughout a deal course of

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