Gaining Perspective

M&A Valuations - Could This Be Your Time to Sell


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Merger and acquisition (M&A) activity in the wealth management profession has reached record levels for yet another year. There was a pandemic-driven pause in Q2, but Q3 saw a record-setting 44 transactions, the first time there was more than 40 transactions in a quarter. With 111 transactions through Q3, it is likely we will surpass the previous record of 132 transactions in 2019.

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Gaining PerspectiveBy Advisor Perspectives

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