Articles tagged "Deals and Dealmakers Summit"
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Peter Mallouk foresees seismic shift in RIA M&A from sellers to (some) buyers, if two bad years shake would-be seller complacency and suboptimal buyers bail out
The CEO of Creative Planning made his case that procrastinating for profit will end as markets shift and buyers thin out.
August 29, 2025 at 3:59 AM
Cheryl Bicknell drops the largest on-stage news bomb, and Dan Seivert's revenge event in sparkling San Diego got a WTH explanation for those 20-times multiples
The Mariner Wealth COO says her Kansas company will spike headcount 400% in a 'few' years, fitting the Dealmakers confab mission to explain the inexplicably soaring RIA deal volumes, runaway valuations, and a future where it's only expected to accelerate.
September 7, 2022 at 1:41 AM
RIA buyers charge to Newport Beach moaning a familiar refrain: Not enough sellers! Yet, not one believes that RIA M&A is a bubble... much
Roll-ups, serial buyers and merger-minded RIAs still want to deals but fears creep up -- especially for $1B-plus AUM RIAs -- too much money is chasing too few deals.
