As we reflect at the halfway point of 2022 and begin to identify the various developments and changes, we felt that it was important to look back on data from 2021 in order to accurately assess where the current market is headed.

In this report, we will provide a refresher on the key takeaways from last year’s M&A data as well as its applicability regarding merger and acquisition data from 2022’s Q1 and Q2, much of which is shared in Succession Resource Group’s Mid-Year Advisor M&A Review.

In the mid-year webinar, SRG presented updated figures, the latest trends in lending and financing, the most common entity types and organizational strategies, and additional deal structure data as thus far reflected in 2022.

You will find similar figures and breakdowns from 2021, with the hope that it provides a solid frame of reference as we share the latest updates as well as projections for the future.