Category Archive: M&A
WEALTH ADVISORY M&A ACTIVITY IN 2022 ON PACE TO EXCEED EXPECTATIONS
Even amidst uncertain market conditions of rising interest rates, record inflation and stock market volatility, merger & acquisition (M&A) activity in the wealth advisory space continue to surge at a record pace and is expected to exceed all expectations.
M&A ACTIVITY STILL ROBUST AS SPECIALTY DISTRIBUTION TRANSACTIONS GAIN MOMENTUM
M&A activity is increasing after slow start with private equity buyers leading the volume of deals. Meanwhile, interest in specialty brokers is on the rise, with valuations surpassing retail brokers for the first time.
THE M&A VALUATION DIRTY LITTLE SECRET
In the world of M&A valuations, the insurance industry has a dirty little secret. Most know that deal valuations for insurance brokerages have been increasing for more than a decade and most investments have performed much better than expected. The dirty little secret is why strong, and potentially increasing, valuations should continue in the insurance M&A market, even during a period of rising interest rates and economic uncertainty.
IS THIS MARKET THE RIGHT TIME TO SELL YOUR WEALTH ADVISORY BUSINESS?
When it comes to making strategic decisions about the future of your wealth advisory firm, rather than trying to time the market – base your decision on how an opportunity could give you leverage to grow and protect your legacy.