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 shape your firm’s future—and your role in it.

Minority Investment
Growth capital or partial liquidity with continued independence. Great for founders seeking upside without giving up control.

Hybrid Model
Majority investment with retained influence. Offers liquidity plus access to institutional resources.

Full Integration
Complete sale and integration into a larger platform. Ideal for succession planning or institutionalizing the firm.

Each model carries unique implications for value, operations, and legacy.

At Colonnade Advisors, we guide RIA leaders through these complex decisions to ensure the right fit—and the right outcome.

Learn more in Colonnade’s RIA whitepaper.