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Maximizing the M&A Opportunity: A Roadmap for Advisory Firm Buyers and Sellers

Financial advisory firms are merging and acquiring at a record pace, and activity looks poised to remain high in 2020. This new research report, sponsored by Live Oak Bank and SkyView Partners, arms advisers with the intelligence they need to make the most of a heated M&A market.

The research provides an in-depth look at industry trends and best practices around several topics, including:


• The different types of transactions firms engage in beyond standard mergers and acquisitions

• How advisers are accessing an evolving financing landscape

• Standards and best practices around valuations

• The integration pain points advisers encounter during a transaction and the key to surmounting them

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