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