PORTLAND, Ore. (Feb. 22, 2024) — Succession Resource Group, Inc. (SRG) published its eighth annual review of advisor acquisition activity, unveiling key trends for advisors interested in buying, selling, and succession planning. In this most recent data release, SRG reported on 188 transactions representing more than $25 billion in assets under management. Despite a high-interest rate environment, the M&A market was driven by strong demand, access to capital, increasing valuations, and shifting seller preferences toward larger buyers with the ability to scale. The average RIA/recurring revenue multiple reached 3.02, highlighting a resilient and sustained M&A market.

PORTLAND, Ore. (Jan. 21, 2019) — Succession Resource Group, Inc. (SRG) is publishing its fifth annual review on the M&A activities of RIA and securities professionals, recapping 2018 deal data and trends drawing on $88 million in third-party advisor sales and $6.7 billion in AUM transferred^[1]. Based on the deals completed in 2018, total deal volume was up 37% and is expected to continue to increase into 2019, poised to see record deal volume should there be any major sustained market corrections. Other key findings listed in the 2019 Advisor Mergers and Acquisitions:

Portland, Ore. (Nov. 30, 2018) - Succession Resource Group (SRG) is excited to announce the sale of their client Steve Berman of Berman Investment Advisors (Berman) to The Mather Group (TMG) who was recently listed on InvestmentNews Top 25 Fastest Growing $1 Billion+ RIAs list and Barron’s Top 100 Independent Advisor list.