RIA Valuation Insights

A weekly update on issues important to the Asset Management industry


Unsolicited Offers for Your RIA: Is the First Bid the Best?

The primary danger of an unsolicited offer is that it lures potential sellers into thinking the deal is done and the process will be easy.  As with most things in life, if something looks too good to be true, it usually is.

Congratulations! Someone Wants to Buy Your RIA. Now What? (Part 1)

We’ve been asked to review unsolicited offers to buy an asset management firms many times.  As such, we thought it would be worth taking a few blog posts to talk about unsolicited offers, how to approach them, evaluate them, and decide whether to pursue or reject them.

Alt Managers Bounce Back After Years of Underperformance

We think performance fees will likely continue to fall (in one form or another), but, like active management, never be totally eliminated.  So on balance, a modestly improving outlook for the sector is probably justified after a rough 2015 and 2016 for most industry participants.

Laissez Le Bon Temps Rouler! RIA Market Caps Peak Despite Headwinds

If you only followed the press surrounding asset managers, you’d think the entire industry was in serious trouble.  Fee compression, fund outflows, regulatory overhang, rising costs, and a host of other issues have dominated headlines in recent years, yet the market doesn’t seem to care.

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