Houlihan Lokey is pleased to present its Registered Investment Advisory Industry Update for Winter 2019.

Recent transactions in the registered investment advisor (RIA) sector have emphasized that larger, more sophisticated buyers are purchasing and consolidating established, well-run firms.

A once highly fragmented and personalized business model is trending towards a more concentrated set of larger companies in response to market forces. As buyers become more aggressive and advanced, sellers must carefully consider their own interests, valuation, and representation, such that any deal meets their long-term objectives and positions them for growth and continued success.

Should you be interested in learning more about the RIA market or discussing strategic opportunities for your firm, we strongly encourage you to reach out to our experienced sector coverage experts below.