White papers and reports by Live Oak Bank, SkyView Partners, and InvestmentNews Research

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Live Oak Bank, SkyView Partners, and InvestmentNews Research

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

White paper library description: 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.

December 20, 2019

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