Page 4 - Devoe Co News Today

Under the deal, Dynasty also swapped equity in itself for shares in some of its "network" RIAs.

Outside input is important, but choose carefully. There are only a handful of bankers and attorneys with the requisite expertise.

The big players in RIA M&A may be putting on a good face. But debt-heavy acquirers are feeling the impacts of the market environment, and it isn’t pretty.

As a years-long record-breaking growth streak in M&A begins to slow, smaller RIAs are stepping up.

New RIA aggregator on the block Transcend partners with Lincoln to build an industry-leading platform through acquisition.

Advisors looking for someone to take over their practice may find the second—or third—time’s the charm.

Industry leaders at the DeVoe & Co. M&A+ Succession Summit discuss the importance of seeing beyond valuations to seal a deal and fuel inorganic growth.

Industry leaders at the DeVoe & Co. M&A+ Succession Summit discuss the importance of seeing beyond valuations to seal a deal and fuel inorganic growth.

Echelon Partners and DeVoe & Co. both say 2022 is on track to be a strong year for M&A despite shifting trends.

The expansion will be focused in Charlotte, N.C.; Austin, Texas; and Nashville, Tenn., which CEO Greg Fleming called "clear growth centers."