What Sellers Must Know And Do To Prepare For M&A
Experts From Constellation, Berkshire, Bridgemark And Sanctuary Break Down Types Of Buyers, What Buyers Want And How Sellers Can Respond
Wealth Solutions Report 4/7/25 (Written by Larry Roth, Co-Founder of Ascentix)
The dry powder is still pouring in for wealth management M&A. While many private equity firms are fully invested – and perhaps taking time to digest – the wealth management arena keeps attracting new capital-provider entrants.
If you are thinking of selling your advisory business, you have much to consider. Buyers can be very differentiated in terms of their time and experience in wealth management M&A, their desired outcomes for the transaction, their expectations of the seller and what they can provide besides financing.