Summary: 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 often kick the session off with these questions: “By show of hands, how many buyers are in the audience?” Most hands go up. “Keep your hands up. How many have executed one transaction?” A few hands stay up. “How many of those have executed more than one?” One hand stays up, maybe.
 The trick, of course, is to find an acquiring group that has the right balance of financial power, local control and strategic fit. That is homework you would have to do, but it is probably worth the time and effort to see if that fit exists."Matt Brinker, head of national partner development, United Capital |
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