RIA mergers and acquisitions have been re-shaping the industry for the last several years. But after years of record deal-making activity, how have the declining market conditions and rising interest rates impacted RIA M&A in 2022?
In this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Raj Bhattacharyya, CEO of Robertson Stephens, on the latest trends in the M&A market and how an increase in deals within the past year might impact the future needs and wants of buyers.
Specifically, Mark and Raj discuss:
- The primary drivers and changes in 2022 M&A activity levels
- How the types of deals and buyers are likely to evolve in 2023
- Where Robertson Stephens sees opportunity in the RIA market
- Key questions all sellers or potential sellers should ask prospective buyers during a deal process