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AmextaFinance > Investing > RIAs Are Getting Lots of Offers to Sell Minority Stakes, but Should They Take Them?
Investing

RIAs Are Getting Lots of Offers to Sell Minority Stakes, but Should They Take Them?

News Room
Last updated: 2023/11/21 at 3:41 AM
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M&A deal volume for registered investment advisor firms may be trending flat this year, but minority investments in independent advisory firms are red hot.

Last year there were 23 minority transactions, compared with only two nine years ago, when DeVoe & Company started tracking this information. And there have already been 14 minority deals through the first three quarters of this year.

“There’s…

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News Room November 21, 2023 November 21, 2023
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