Added on November 2016 in M&A Issues
1 visitor like this article | Viewed 99 times | 0 comment
Summary: Mergers and acquisitions have become a popular business strategy for companies looking to expand into new markets or territories, gain a competitive edge, or acquire new technologies and skill sets.
Added on November 2016 in M&A Issues
0 visitor like this article | Viewed 108 times | 0 comment
Summary: It’s easy to criticize valuation clauses in most buy-sell agreements (BSAs) as being inadequate, too cookie-cutter. They can be. It’s much more difficult to suggest an adequate and cost-conscious alternative to the go-to remedy: a full-blown valuation from a credentialed business appraiser.
Added on October 2016 in M&A Issues
1 visitor like this article | Viewed 106 times | 0 comment
Summary: DeVoe & Company’s latest report on RIA mergers and acquisitions in the third quarter suggests advisor M&A market is at a record pace for the full year. Moreover, said Dave DeVoe, that record pace is likely to be followed by “seven to 10 more years” of M&A growth, becoming a “new normal.” Why is that?
Added on October 2016 in M&A Issues
0 visitor like this article | Viewed 108 times | 0 comment
Summary: There were 52 deals done in this year’s first half versus 37 in the first half of 2015. Maybe of more significance, the first-half total this year is only two short of the total number of deals in both 2013 and 2014.
Added on October 2016 in M&A Issues
0 visitor like this article | Viewed 105 times | 0 comment
Summary: The quest for the “holy grail” in wealth-management technology — a platform capable of uniting under one roof all the various financial-technology tools necessary in the advice business — has spurred a slew of tech-firm acquisitions and partnerships, ThinkAdvisor writes.
