Hue Partners: M&A Confidential
Spring 2026 series: Insights on wealth management M&A,
succession, and the founder journey through transition.
Hosted by Emily Blue and Ryan Halls, Co-Founders and Managing Partners of Hue Partners.
RIA Buyers That Stop Pitching Start Winning
Why The Best Deals Aren’t Won On Logic Alone And How Buyers And Sellers Can Use Storytelling To Build Trust, Create Connection And Get Deals Done
From Manual To Scalable: How AI Is Reshaping RIA Businesses
AI Can Scale RIAs And Increase Valuations Through Scalability, Transferability And Operational Maturity
Bridging Alternative Investments And M&A
M&A Opens Doors To Alternatives, Which Firms Can Use To Grow Via A Strategy Including Education, Scale, Quality, Trust And Centralization
The Legal Side Of M&A: What Founders Get Wrong And How To Get Ahead Of It
Three Key Legal Areas In M&A That Advisors Should Prepare Years In Advance: Corporate Structure, Tax Consequences And Deal Documents
Talent Is The Real Currency In M&A
Compensation Design And Career Pathing Are Critical To Successful Partnerships
The Marketing Playbook That Helps RIAs Command Premium Valuations
To Attract High Valuations, Firms Should Leverage AI For Communication, Document Growth Engine Metrics, Develop Niches And Plan For Unified Communication Systems
The Efficiency Illusion: Why 'Busy' RIAs are Quietly Capping Their Own Growth and Value
Efficiency comes from standardization and simplification, and you don’t have to sacrifice relationships to make it happen.
