2019 M&A Trends and Review





2019 Advisor Mergers and Acquisitions Review

Each year, the market for advisor mergers and acquisitions continues to evolve and become more complex. In our 2019 Advisor Mergers and Acquisitions Review, we looked back at the M&A trends in the financial services industry in 2018 to provide you with current deal trends, impacts to value and projections.

Our two panelists, David Grau Jr.and Erik Pahlow, reviewed key observations:

  • Updated 2018 valuation multiples
  • The latest RIA M&A
  • How deals are being structured and taxed
  • New succession strategies and trends
  • Update on lending/financing options and industry impact
  • SRG’s 2019 projections

Whether you are interested in buying or selling, today or in the future, the information in this presentation will be invaluable.