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RIA M&A Activity Surpasses 2024’s Full-Year Total
The October 2025 RIA M&A Update is now available from Colonnade Advisors. This month’s report highlights continued strength in RIA deal activity — with 251 transactions announced year-to-date, officially surpassing 2024’s full-year total. The update provides insight into the…
Join Gina Cocking at the F&I Reinsurance and Product Conference
Gina Cocking, Managing Director at Colonnade Advisors, will attend the F&I Reinsurance and Product Conference, hosted by GPW & Associates on November 17–19, 2025. Connect with Gina to discuss trends shaping the F&I and reinsurance industries.
Health & Wealth Agency M&A Activity By Year
M&A activity in Health & Wealth agencies is being fueled by one powerful shift: 62% of consumers under age 55 want a single advisor who can handle everything—Medicare, investments, retirement income, and taxes. That’s nearly…
Health & Wealth Agency M&A Amongst Largest Consolidators
Valuations for Health & Wealth brokerages have surged, peaking in 2024, increasing more than two full turns from 2020. Platform buyers with scale, carrier leverage, and integrated tech stacks are commanding even higher multiples. What’s…
Health & Wealth Agency M&A Activity By Year
M&A for Health & Wealth agencies is undergoing a transformation, driven by 3 unstoppable forces: Platform buyers are scaling fast. Integrity, AmeriLife, and Simplicity have already completed 287 acquisitions since 2020—and they’re not done. Private…
