
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…
Q2 2025 M&A Trends: Wealth Advisory Market Update
With a record number of deals in Q2 – larger wealth advisory deals begin to reshape the playing field as firms race to scale, differentiate, and secure competitive positioning..

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