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RIA Edge Podcast

RIA Edge Podcast: Raj Bhattacharyya: The State of Play in RIA M&A

Robertson Stephens', CEO Raj Bhattacharyya, discusses 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.

 

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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

Listen to the RIA Edge Podcast

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