Month: August 2025

The Registered Investment Advisor (RIA) market has entered a new era. Fueled by consolidation and a surge in M&A activity, this once fiercely independent sector is now seeing deals that were unimaginable just five years ago. With some firms inching toward the $1 trillion AUM mark, the...

In the next article of our new series, 11 Critical Steps in the Sell-Side M&A Process to Build Founder Confidence, we answer the question what exactly is a CIM and why do you need one? Mergers and acquisitions are complex, even under the best circumstances. Business owners and advisory team...