Mark Bruno joins Jeff and Bruce to kick off 2021 with a detailed look at mergers and acquisitions in the RIA space, including trends, outlooks, private equity and tips for sellers
2:00 — Big picture on M&A in the RIA space
5:30 — What's driving the increase in M&A?
9:00 — Deal structures in the current M&A environment
16:00 — Looking at valuations in the sector
19:00 — The public market option for RIAs - does it work?
24:30 — Why private equity may be as or more appealing to RIAs as public markets
27:00 — CI Financial's model and strategy
31:00 — How small firms fit in the current market
34:30 — What are buyers looking for?
37:00 — M&A outlook for 2021
Related Article: Not even a global pandemic could derail RIA M&A momentum
Guest Bio: Mark Bruno is a managing director at Echelon Partners, an investment banking, management consulting and valuation specialist to the wealth management industry.
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