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Dealership consolidation is accelerating
In 2018, 98% of owners held 10 or fewer rooftops. By 2024, that share slipped to 96.5%—a small percentage change, but a big signal in a trillion-dollar industry. At the same time, the number of…
Colonnade Advises MyHome Protection to Private Investors
A group of private investors has acquired MyHome Protection, a direct to consumer marketer of home warranty contracts. Colonnade Securities LLC acted as exclusive financial advisor to MyHome Protection.
Private Equity is Reshaping the RIA Landscape
Over the last five years, private equity has become a driving force in the Registered Investment Advisor (RIA) sector—and it’s not slowing down. PE-backed platforms like CAPTRUST, Cerity Partners, and Creative Planning are rewriting the…
RIA M&A is Following a Familiar Playbook
If the current wave of RIA consolidation feels familiar, it should. We’ve seen this before—in insurance distribution. Over the past two decades, private equity transformed a fragmented insurance landscape into a network of scaled, institutional…
What Drives Premium Valuations in RIA M&A Today?
RIA founders considering a transaction often ask the same question: “What’s my firm worth?” In 2025’s active deal market, valuation isn’t just about assets under management—it’s about what drives durable value. Here’s what sets premium deals apart: Scale…
