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  • Services
    • Buyside Advisory
    • Sellside Advisory
    • Capital Raising
  • Team
  • Transactions
  • Insights
    • Quarterly Updates
    • Industry Reports
    • Recent Updates
  • Podcast
  • Industries
    • Auto Dealership Services
    • Business Services
    • Financial Services
  • Contact

Insights

Quarterly Updates

Q4 IPF

Insurance Premium Finance Quarterly Update: 2026 First Quarter

EF Q1 2026

Equipment Finance Quarterly Update: 2026 First Quarter

Q1 2026 MA

M&A Quarterly Update: 2026 First Quarter

Equipment Finance 2025 Q3

Equipment Finance Quarterly Update: 2025 Third Quarter

View prior publications

Industry Reports

RIA MA Activity February 2026

M&A Update: Registered Investment Advisors February 2026

RIA 013126

M&A Update: Registered Investment Advisors January 2026

RIA 122025

M&A Update: Registered Investment Advisors December 2025

View more Industry Reports

Recent Updates

Insurance Premium Finance Quarterly Update: Trends Shaping the Market in 2026

Insurance Premium Finance Quarterly Update: Q1 2026

RIA consolidation continues — even when deal counts fluctuate

RIA M&A Update — February 2026

Equipment Finance Quarterly Update: Is 2026 the Right Time to Sell?

Our latest Equipment Finance Quarterly Update is now live.

RIA Consolidation Continues in 2026

View more Updates
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