Industry Research Providers
The RIA Deal Room
The RIA Deal Room, sponsored by BlackRock, provides unbiased, data-driven insights into the changing M&A landscape, including how acquirers and sellers are getting deals done. We are the only study to provide a novel, in-depth look at the mechanics underlying RIA M&A transactions and provide information that drives readers to think about M&A strategically. The research leverages actual transaction data to highlight the changing dynamics within the RIA M&A landscape, debunk misconceptions of deal mechanics, and track industry trends. The report includes data-driven analysis on trends in valuations and deal structure, buyer and seller perspectives on entering the market, and future implications of the shifts in RIA M&A, including the pressures of scale and succession. The 2020 report enhanced research completed in the 2019 report.