Intelligence for the Dealmaking Community since 1965
Intelligence for the Dealmaking Community since 1965
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RIA M&A

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Financial Services
PE Accelerates RIA Takeover: What’s Driving the Frenzy?
PE is piling into the space because of its recurring fee-based revenue and explosive growth trajectory.
May 13, 2025
consolidation
Financial Services
New Players Target Untapped Niche in the RIA Sector: Minority Stakes
A new breed of investors is stepping in to fuel RIA growth for advisors looking to build rather than retire.
October 10, 2024
RIAs
Financial Services
PE Buyers are Dominating the RIA Market
Better valuations and ease of integration make mid-sized deals a sweet spot.
August 22, 2024
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Financial Services
RIA Creative Planning Continues Expansion Despite Challenging Macro Trend
Younger consumers are shunning professional advice while AI looms on the horizon to challenge the value of human advice.
October 10, 2023

Trending

1.
The Most Common Mistakes in Due Diligence Processes and How to Avoid Them
November 2, 2026
2.
Lower Middle Market M&A Holds Steady But Dealmakers Proceed with Caution
October 27, 2026
3.
Secondaries Edge: More Capital, New Structures and the Question of How Investors Get Out
October 28, 2026
4.
Smaller Shops Are Winning Capital by Staying Small
October 20, 2026
5.
Middle Market Sponsors Target Corporate Castoffs
October 23, 2026
6.
Why Grocery-Anchored Retail M&A Is Back in Demand
October 26, 2026
7.
The Race for Healthcare Talent in M&A
October 19, 2026
8.
Secondaries Edge: More Buyers Chase Middle-Market Continuation Funds
November 11, 2026
9.
Meet the Dealmaker: Pete Pacelli, Granite Creek
October 30, 2026