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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

MA 2025 Q2

M&A Quarterly Update: 2025 Second Quarter

FI 2025 Q2

F&I Products Quarterly Update: 2025 Second Quarter

IPF Quarterly Update 2025 Q2

Insurance Premium Finance Quarterly Update: 2025 Second Quarter

Equipment Finance 2025 Q2

Equipment Finance Quarterly Update: 2025 Second Quarter

View prior publications

Industry Reports

Health Wealth 101525

Health and Wealth Insurance Distribution

RIA Sept 2025

M&A Update: Registered Investment Advisors September 2025

RIA Aug 2025

M&A Update: Registered Investment Advisors August 2025

View more Industry Reports

Recent Updates

Health & Wealth Agency M&A Activity By Year

Health & Wealth Agency M&A Amongst Largest Consolidators

Health & Wealth Agency M&A Activity By Year

Auto Dealership Advertising: $9.2 billion

The number of auto dealerships is rising, but the 19% sell fewer than 150 new vehicles per year

64% of RIA Sellers Have  $1B in AUM

RIA M&A Activity Hits 228 Deals YTD

View more Updates
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