Corporate Valuation, Investment Management

December 23, 2019

‘Twas the Blog Before Christmas…

2019 Mercer Capital RIA Holiday Quiz

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

As midtown Manhattan glistened with snow We sighed as our Bloombergs warmed us with their glow

Hedge-funders grinned, computing their carry While raising a glass to the 2 & 20 fairy

With the yield curve corrected, and cap rates back down It’s hard to find a real estate guy with a frown

Long-onlys dreamt active would once again pay Before President Warren comes to tax it away

Wealth managers gathered at bars with their peers All hoping a Santa-rally soon would appear

But whatever your alpha, this is still a great biz So celebrate the season with our RIA quiz!

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

Continue Reading

Not All AUM Is Created Equal
Not All AUM Is Created Equal

Why Product Mix Matters in Investment Manager Valuation

Investment manager valuation depends on more than headline AUM. Fee rates, revenue durability, product-level growth, margins, and operating leverage all influence the quality of an asset base and the cash flows it can generate.
RIA Valuation Insights Blog Investment Management
Read Now
Changing Drivers
Changing Drivers

Thoughts on Compensation, Ownership, and Internal Succession

Successful RIA succession requires leadership, compensation, and ownership to evolve together over time. A gradual transition can align incentives, improve continuity, and give both senior and next-generation leaders meaningful participation in the firm’s future value.
RIA Valuation Insights Blog Investment Management
Read Now
The Sponsor Clock: What the Recapitalization Cycle Means for RIA Sellers Holding Rolled Equity
The Sponsor Clock: What the Recapitalization Cycle Means for RIA Sellers Holding Rolled Equity
Private equity sponsor timelines are bringing a new wave of recapitalizations to RIA platforms, with important implications for principals holding rolled equity. Understanding liquidity rights, valuation mechanics, and the timing of capital events can be critical to both transaction and wealth transfer planning.
RIA Valuation Insights Blog Investment Management
Read Now

Cart

Your cart is empty