Record-Breaking M&A Activity in the RIA Industry

Mergers and acquisitions in the Registered Investment Advisor (RIA) sector reached historic levels in 2024, setting new benchmarks that could shape strategic decisions for firm owners.

Unprecedented Deal Volume

• 233 Transactions: 2024 saw a record 233 RIA M&A transactions, totaling $670B in purchased assets.

Private Equity’s Dominant Role

• 89% Involvement: Private equity (PE) is driving the surge in M&A, backing 89% of all RIA transactions. PE firms and their portfolio companies are aggressively acquiring RIAs, fueling competitive deal-making.

📊 What This Means for RIA Owners

If you’re considering a sale, the current market presents a compelling opportunity:

• Strong Valuations: Active deal flow often translates to competitive valuations and attractive returns.
• Robust Buyer Interest: Private equity’s deep involvement signals a highly competitive market with motivated buyers.

At Colonnade Advisors, we help business owners navigate strategic transactions, aligning opportunities with market trends and long-term goals. Let’s discuss how you can maximize value in today’s dynamic environment.

📩 Connect with us to explore your strategic options.

Sources:

https://www.wealthmanagement.com/ria-news/fidelity-pe-fueled-record-89-of-ria-deals-in-2024

https://citywire.com/ria/news/ria-dealmaking-set-record-highs-in-2024-marshberry/a2457843

https://clearingcustody.fidelity.com/app/literature/view?itemCode=9919281&renditionType=PDF