ThinkAdvisor: Fidelity: RIA Deal Size Rises, Volume Eases in 2024

"Corey Kupfer, founder and managing partner at Kupfer PLLC, a law firm that represents RIAs in M&A deals, noted that non-private equity buyers have various strategies to compete for transactions with PE firms that can offer more money.

"For some of them it's more independence and flexibility in terms of the control that the advisor can maintain over their practice," he said.

Some offer advisors more capabilities or more say in the company's management, direction and growth.

One family firm also sells its "Midwest values" and culture, Kupfer noted."

To read more click HERE