
Market Intelligence
Industry insights and expert perspectives designed to help you navigate the complexities of advancing your firm at every stage of ownership.
Wealth Management
Wealth Advisory M&A Update: The Importance of Post-Close Integration
With 144 deals already announced in 2025, firms are learning that successful outcomes hinge not just on the deal itself, but…
The Pareto Principle at Play in Your Book of Business
The Pareto Principle asserts that 80% of results come from just 20% of efforts. Learn how this principle can lead to more profitable opportunities and greater revenue.

Proof Is In The Numbers
#1 M&A Sell Side Advisor with 1,340+ Total Transactions Advised
(2009-2024)
600+ diagnostic and confirmatory due
diligence projects since 2004
diligence projects since 2004