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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…
RIA M&A: Choosing the Right Strategic Partner
In today’s dynamic M&A landscape, RIA founders face a critical decision: what type of partner best aligns with your goals for liquidity, control, and growth? With more options than ever, selecting the right structure can…
