3 Takeaways from 2016 Financial Services M&A Data

2016 was an exciting/interesting year for the financial services industry, with many changes in compliance and the Department of Labor Fiduciary Rule, broker-dealers being bought/sold or shut down, all of which had a direct or indirect impact on the value of advisor’s practices. In January, Succession Resource Group presented our most interesting findings from deals done in 2016, with record attendance. This infographic highlights three of the most interesting takeaways from SRG’s live webcast. Please feel free to share it with your friends in the financial industry.

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3 Major Takeaways from 2016 Financial Services M&A Data_Image


If you would like to learn more, our most recent press release, 2016 Advisor Merger & Acquisitions Data, shows more data found that will be used for the upcoming 2016 M&A Benchmark Report.

In addition, you can also watch the recording of our webinar, 2016 Advisor M&A Review, where we provide detailed information on market update, advisor M&A multiples, benchmark, succession trends and predictions. 

Should you have more questions, feel free to leave a message in the comment section. We’d love to learn what information we can provide.

Succession Resource Group 30 Minute Consultation

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