Matt Brinker

United Capital

Matt Brinker is head of national partner development at United Capital. He’s responsible for growing the firm via strategic partnerships and acquisitions of select wealth management companies around the county.

http://twitter.com/@mkbrinker United Capital

Matt’s Recent activity

Is Succession Planning the Next Practice Management Crisis?

Jul 10, 2018

Too often, advisors on the verge of retirement overvalue their business, making it unattractive to potential successors. What they need to do is find a strategic partner who can ensure the continuity of their firm.

The Markings of a True Destination RIA

Mar 09, 2018

The decisions we make over the next five years will radically shape our ability to compete, and even survive.

What Tim Buckley Got Wrong

Feb 06, 2018

Reports of our imminent demise are greatly exaggerated. We can justify our fees in an age of digital disruption by staying relevant and enriching the lives of our clients.

The 361-Day Challenge

Mar 28, 2017

Use financial technology to move beyond quarterly meetings and monthly newsletters and stay relevant to clients during the 361 days they’re not in your office.

All of the Liability and None of the Value

Nov 08, 2016

I’ve noticed a frightening new trend among strategic acquisitions around the country: the misalignment of liability and value.

To Grow Through Acquisition, Sell Your Own Practice First

Aug 10, 2016

Over the last 11 years I’ve attended and participated in dozens of conferences and break-out sessions on the topic of M&A within the wealth management industry. When I am speaking or as a panel member, I...

The Power and Peril of Debt-Financed Growth

Jun 16, 2016

In addition to the private equity investing aggressively in our space, banks have joined the party by offering credit to fund acquisitions. One particular roll-up has secured a $1 billion line of credit to support its...

Capitalization Tables Provide a True Picture of Potential Buyers

Apr 27, 2016

As head of acquisitions for United Capital, I’ve worked on dozens of transactions involving wealth management businesses over the last decade. Selling firms are often led by incredibly capable entrepreneurs, but...

Eight Questions RIAs Should Ask Before Doing a Deal

Mar 17, 2016

Making the decision to sell or merge with a larger wealth management firm can be a decision fraught with peril. Here are questions to ask to facilitate the process.