DEALQUEST PODCAST – Jim Dickson
M&A Talk with Leading RIA Aggregators and Integrators:
Jim Dickson of Sanctuary Wealth
In 2022, the top funded aggregators and integrators completed the vast majority of the RIA M&A deals. While it’s a wondrous time for the space due to the variety of different buyers, more funding, and more private equity, there is also room for a greater deal of confusion.
This week’s guest on the DealQuest Podcast RIA Series is Jim Dickson of Sanctuary Wealth. As an “entrepreneur at his core”, Jim joins me to talk about the Sanctuary Wealth model, his role as an aggregator, leaving Merrill Lynch, the ongoing frustrations many have felt in the wirehouses, and the different characteristics of aggregators and integrators that appeal to a variety of people. We also dive deep into some of the new opportunities in this market, and go over what they mean for advisors.
SANCTUARY WEALTH
Sanctuary Wealth is a nationally recognized pure aggregator firm. Their core operational principles revolve around helping people grow and autonomy. Everyone sits under the same ADV, but in turn each retains its own brand. Sanctuary Wealth will breakaway a lot of firms from the wirehouses, and later take a stake in them.
In ending, the understanding is there is no one way to do M&A. The sheer variety of ways firms are approaching it shows that it is all hinging on with whom you fit and work the best with. In choosing the right firm for you will ensure the rest falls into place. Listen to this and the other episodes in this special series to help you make that decision.
For my full discussion with Jim Dickson, and more on the topic:
Listen to the Full DealQuest Podcast Episode Here
FOR MORE ON JIM DICKSON & SANCTUARY WEALTH:
https://www.sanctuarywealth.com/
https://www.linkedin.com/in/jim-dickson-b02934162/
https://twitter.com/JDicksonSW
Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast.
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