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  • Services
    • Buyside Advisory
    • Sellside Advisory
    • Capital Raising
  • Team
  • Transactions
  • Insights
    • Quarterly Updates
    • Industry Reports
    • Recent Updates
  • Podcast
  • Industries
    • Auto Dealership Services
    • Business Services
    • Financial Services
  • Contact

Insights

Quarterly Updates

FI Q1 25

F&I Products Quarterly Update: 2025 First Quarter

EF Q1 25

Equipment Finance Quarterly Update: 2025 First Quarter

IPF Q1 25

Insurance Premium Finance Quarterly Update: 2025 First Quarter

MA Q1 25

M&A Quarterly Update: 2025 First Quarter

View prior publications

Industry Reports

RIA Jun 25

M&A Update: Registered Investment Advisors June 2025

RIA Summer 25

Registered Investment Advisors

Service Contract Finance Spring 2025

Service Contract Finance

View more Industry Reports

Recent Updates

What’s Hiding in the Fine Print? Why Vendor Contracts Matter in M&A Due Diligence

Succession Planning Crisis: Why More RIA Founders are Selling Their Firms

Why are RIA M&A Deals Accelerating in 2025?

Phase 4 of Selling Your Company: Closing the Deal

Phase 3 of Selling Your Company: Due Diligence & Management Meetings

Phase 2 of Selling Your Company: Marketing to the Right Buyers

The First Phase of Selling Your Company: Setting the Stage for a Successful Exit

View more Updates
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