Deep diving into valuation and M&A

Explore expert insight on valuation and M&A developments 2022 could see, why it's important to be up-to-date on M&A and why valuation levels have increased for high-quality RIA firms. Featuring speakers from the RIA Edge Valuation and M&A workshop, Dec 3 in Boston. 

RIA Edge: How will 2022 RIA M&A activity levels compare to 2021?

The RIA Edge workshop presenters give their thoughts on the future of RIA M&A activity levels. 

Is it important for leaders of RIA firms to be up-to-date on M&A?

Lisa Crafford, Principal at BNY Mellon Pershing Wealth Solutions, explores why you need to care about M&A even if it is not part of your strategy right now.

Valuation levels have increased significantly for high-quality RIA firms - what is driving this?

Brandon Kawal, Principal at Advisor Growth Strategies, delves into what makes a high-quality RIA firm and the impact is has on valuation levels, from the RIA Edge Valuation and M&A Workshop, December 2021 in Boston.

RIA Edge Valuation and M&A Workshop: Boston 2021

An intimate, local event for leaders in the RIA industry led by the top investment banking, consulting and human capital experts from across the RIA ecosystem.

Find out more about the upcoming RIA Edge workshops, and the flagship EDGE event in June >>