Corporate Valuation, Investment Management

December 17, 2018

‘Twas the Blog Before Christmas…

Mercer Capital RIA Holiday Quiz

‘Twas the blog before Christmas and throughout our staff Analysts were separating wheat from the chaff

We listened to Cramer (who sounds so serene) While gigabytes of spreadsheets danced on our screens

With equities swooning and bitcoin’s collapse Recovering hedgies are risking relapse

And wealth managers nestled at home with a beer In hopes that a Santa-rally soon would appear

As midtown Manhattan glistened with snow You could almost forget fees had fallen so low

But regardless of struggles, this is still a great biz So enjoy your Christmas with our RIA quiz!

Merry Christmas! We will be back in January.

If you're having trouble viewing the survey below, click here.

Create your own user feedback survey

Continue Reading

RIA M&A Update: Q1 2026
RIA M&A Update: Q1 2026
RIA M&A activity in early 2026 remains active but increasingly selective, with private equity continuing to drive competition and valuations. Firms are prioritizing durable growth, strategic fit, and expanded capabilities as the industry shifts toward more sophisticated consolidation strategies.
RIA Market Update: Q1 2026
RIA Market Update: Q1 2026
Publicly traded investment management firms delivered mixed performance in Q1 2026, with broader market declines and significant underperformance among alternative asset managers amid heightened risk aversion. Valuations also showed divergence, as smaller RIAs experienced modest expansion while larger and alternative managers saw notable multiple compression. Overall, results reflect increasing uncertainty in market conditions, with dispersion driven by differences in scale, growth profiles, and fee durability.
Evaluating Buyer Fit in Today’s RIA M&A Market
Evaluating Buyer Fit in Today’s RIA M&A Market
Buyer selection in the RIA M&A market is increasingly about fit, not just valuation. Strategy alignment, leadership depth, organic growth quality, and post-close integration all play a major role in determining whether a transaction creates lasting value.

Cart

Your cart is empty