For over a decade, M&A has been a popular path for firms looking to grow and scale quickly. In this article, we hit “pause” on the M&A deal hype to take a closer look from a strategic operator’s perspective.
A New Approach to Building a Better (and Bigger) Financial Advisory Firm
For over a decade, M&A has been a popular path for firms looking to grow and scale quickly. In this article, we hit “pause” on the M&A deal hype to take a closer look from a strategic operator’s perspective.
Beyond the Deal: 9 Overlooked Challenges and Hidden Risks in RIA M&A
For over a decade, M&A has been a popular path for firms looking to grow and scale quickly. In this article, we hit “pause” on the M&A deal hype to take a closer look from a strategic operator’s perspective.