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RIA Edge Valuation and M&A Workshop: Boston
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

Join us in Atlanta!

The next RIA Edge Valuation and M&A Workshop will take place in Atlanta, GA, on March 30.

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

Listen in as...

  • Elizabeth Nesvold, Managing Director, Head of Global Asset and Wealth Management Banking, Raymond James
  • Dick Darian, CEO, Wise Rhino Group
  • James Hughes, Head of Investment Advisor Lending, Live Oak
  • Lisa Crafford, Principal, BNY Mellon Pershing Wealth Solutions
  • Scott Holsopple, Chief Growth Officer, Hightower Advisors

...give their thoughts on the future of RIA M&A activity levels at the recent RIA EDGE Valuation and M&A Workshop in Boston.

Watch video >>

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.

David Wahlen

Manager, Recruiting & Acquisitions


The workshop was a great way for RIAs to learn directly from industry experts on topics like valuation, M&A trends, organic growth initiatives, and different acquisition models. The half-day agenda was also a great way to get people together in-person for meaningful discussions, and not lose an entire day of emails/work.

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.