Where Is RIA Dealmaking Headed?

Matt Crow Interviewed for Barron’s Advisor Podcast

Industry Trends

Steve Sanduski sat down with Matt Crow to talk about the state of the RIA industry for Steve’s Barron’s Advisor Podcast.

In the episode, Steve and Matt explore the main drivers of the recent M&A environment for RIAs, the pros and cons of consolidation, and when selling to a consolidator makes sense instead of pursuing internal succession.  Matt answers questions like, Are there lessons to be learned from consolidation in the tech space?  The accounting community?  And how is the M&A environment reflected in the valuation work we do at Mercer Capital?

We hope you enjoy the podcast.

Click here to listen to the podcast