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December 3, 9:00am - 12:30pm EST
Kimpton Marlowe Hotel, CambridgeBoston, MA

December 3, 9:00am - 12:30pm EST
Kimpton Marlowe Hotel, Cambridge,
Boston, MA

Understanding the true drivers of an RIA’s value

Actionable steps for continued growth, navigating the M&A market and assessing your “M&A readiness”

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

Designed to give you the edge

The RIA Edge Valuation and M&A Workshops are designed to help the leaders of RIAs understand the true drivers of a firm’s value – while also providing actionable steps for continued growth and navigating the M&A market.

What will you learn?

A framework for navigating the current M&A market, analyzing internal transitions vs. external transactions, and an inside look at evolving deal structures and financing options


The quantitative and qualitative drivers of RIA valuations, including the financial metrics and performance that are most important for buyers and sellers to understand.

Human Capital

How to use a valuation as the cornerstone for developing equity sharing, compensation and organizational structures that will drive your future growth.

Best Practices for Buyers & Sellers

A framework for “M&A readiness” will educate first-time buyers and sellers about the rapidly evolving M&A landscape, financing options and the range of deal types that are fueling record-levels of industry activity.

Want to join?

The event is free to attend for qualifying RIAs.

All registrations are subject to approval.

To find out more and to apply, please contact Adam at or call him on +44 (0) 7990 785 974.

Want to sponsor?

Put your company at the center of the conversation by becoming a sponsor.

Speak to us about opportunities including leading a workshop, joining a panel discussion, or showcasing your brand.

Contact Dan on or call 1-917-294-9517.

Informa AllSecure is Informa’s approach to enhanced health and safety standards at our events following COVID-19