Acquisitions could be solving the succession crisis, so why aren't they?
Many M&A deals dwindle, bleeding clients and revenue for a lack of strong leadership on the practice level.
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Many M&A deals dwindle, bleeding clients and revenue for a lack of strong leadership on the practice level.
Acquisitions can make a company larger almost overnight. Making it more valuable is the harder part. The piece most companies miss is operational integration.
In other deal news, Wealthcare adds a $550 million RIA to its 1099 channel, OnePointBFG expands in Florida, and Hightower pulls a $1.6 billion affiliate into its Signature Wealth e...
TL;DR: Acquisitive companies should build a 90-day financial integration plan covering chart of accounts mapping, intercompany transaction handling, and consolidated reporting befo...
Mergers and acquisitions are off to a strong start in 2026. According to Kaufman Hall, there were more transactions in Q1 2026 than in any of the previous five Q1 results. That pac...
Wealth merger & acquisition transactions have tripled in volume in the past six years, with private equity-backed buyers now accounting for nearly three-quarters of deals, acco...
Weil Gotshal & Manges is considering merger options following key partner exits, including prominent M&A lawyers moving to Cravath and Sullivan & Cromwell. The post Wei...
In other deals, private equity-held Simplicity Group acquires an RIA in Denver, and Integrated Partners lands a former Hightower advisor team.
Advisory businesses are becoming larger enterprises with professional management teams and specialized staff, driving bigger transactions beyond just capital influx.
Fidelity Investments found that the total deal count dropped in the first half of 2026, but acquired assets grew to $342.9 billion as bigger players sold.
Megadeals and private equity transactions usually draw the biggest headlines, but potential acquirers can take their pick from any number of possible sources of financing.
Your decision to rebrand (or not) following an acquisition will define its performance. This guide from WebFX provides the models and scorecards that teams can use to make an infor...
Bending Spoons just announced a definitive agreement to acquire Miro at a $1.355 billion enterprise value. Five weeks ago it announced Airtable at $1.285 billion, and that one just...
Megadeals are surging in 2026, but small and mid-market transaction volume remains well below historical norms
Acquisitions by Carr, Riggs & Ingram, Ascend, Nichols Cauley and more.
In other M&A news, acquisitive RIAs Wealth Enhancement, Maridea and Summit Wealth add firms ranging from Alaska to Pennsylvania.
Fewer buyers, rising leverage and weak integration threaten deals throughout the market
Fewer buyers, rising leverage and weak integration put pressure deals throughout the market
Mergers and acquisitions are supposed to create value. But behind the financial headlines, HR leaders are quietly battling a massive…Continue reading on Medium »
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