Corporate Valuation, Investment Management

October 26, 2020

2020 Alternative Asset Manager Update

Are Sustainable Investments the Future of Investment Management?

The market for sustainable investments has grown to over $12 trillion in the U.S. and the movement of investable assets into sustainable strategies is expected to accelerate. In this week’s post, we link to the newly published 2020 Alternative Asset Manager Update authored by Taryn Burgess, CFA, ABV. The update reviews the growth of sustainable investing over the last decade and considers the valuation implications for your RIA.

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2020 Alternative Asset Manager Update

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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.
From Great to Good? Koenigsegg, Ackman, and the Question of Going Public
From Great to Good? Koenigsegg, Ackman, and the Question of Going Public
As we’ve written many times in this blog, there is a puzzling disparity between the pricing of publicly traded investment management businesses and the valuations of RIA consolidators. This disparity raises many questions worth pondering – one of which is whether (or not) sponsor-backed consolidation models will ultimately be able to achieve liquidity via an IPO.
What Today’s RIA M&A Headlines Tell Us About Valuation and Succession
What Today’s RIA M&A Headlines Tell Us About Valuation (and Succession)
RIA M&A headlines can create the impression that valuation is primarily about scale and headline multiples. In reality, today’s transaction environment reflects a more nuanced assessment of risk, growth, governance, and succession readiness.

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