Capital Connections

RIA M&A In 2026: Five Forces Set To Reshape The Industry

Next Year Look For AI, Digital Marketing, Legal Counsel, A Branding Shift, Mergers Of Equals And Accelerating Wirehouse Departures In The RIA M&A Landscape

By WSR Newsroom

/ 2 Dec 2025

RIA M&A In 2026: Five Forces Set To Reshape The Industry

The Smartest Question You Can Ask: ‘What Am I Getting Myself Into?’

Tactical, Strategic And Emotional Issues Matter In M&A

By WSR Newsroom

/ 1 Dec 2025

The Smartest Question You Can Ask: ‘What Am I Getting Myself Into?’

The Best Way For Advisors To Monetize The Value Of Their Life’s Work

Monetization Is Much More Than Finding The Highest Number

By Larry Roth

/ 19 Nov 2025

The Best Way For Advisors To Monetize The Value Of Their Life’s Work

Sowell Management Partners With Capital Connect To Offer M&A Services

Partnership Serves Small And Medium-Sized Business Owner Clients

By Michael Madden

/ 30 Oct 2025

How RIA Sellers Can Leverage A Saturated Buyer Market In Q4

Evaluating The Stability Of Established Buyers, Risks And Rewards Of Emerging Buyers, Integration Capacity, And How To Manage The Process

By WSR Newsroom

/ 28 Oct 2025

How RIA Sellers Can Leverage A Saturated Buyer Market In Q4

RIA Sellers Are Getting Ruthlessly Practical

Culture Still Matters In M&A, But Operations, Infrastructure And Efficiency Are Increasingly Important

By WSR Newsroom

/ 21 Oct 2025

RIA Sellers Are Getting Ruthlessly Practical

Betting Big On Minority Stakes Investments

Stan Gregor Of Summit Financial Holdings; Jeff Nash Of Bridgemark Strategies, Louis Diamond Of Diamond Consultants And David Reynolds Of Berkshire Global Advisors Share Insights On The Ins And Outs Of Minority Stakes Investments.

By Chris Latham

/ 14 Oct 2025

Betting Big On Minority Stakes Investments

Strategic Fit Or Friction? A Review Of Private Equity-RIA Partnerships

PE Firm Considerations And Strategies In The Current Landscape, And How They Are Driving Industry Transformation

By WSR Newsroom

/ 29 Sep 2025

Seek Effective Legal Counsel For M&A Deals

Finding The Right Lawyers Early In the Process Will Help Avoid Legal Headaches After The Deal Closes

By Larry Roth

/ 15 Sep 2025

Larry Roth, CEO, Wealth Solutions Report

Merchant Investment Management Stakes $4.2 Billion Kentucky RIA

Merchant’s Investment Will ‘Accelerate’ The Next Phase Of Growth And Talent Acquisition For Meridian Wealth Management, The Firms Say.

By Jeff Berman

/ 21 Aug 2025

Greg Couch, Founder and CEO, Meridian Wealth Management

First Time Buyer Pitfalls And How To Avoid Them

M&A Buyers Can Take Steps To Mitigate Common Issues In First Transactions

By WSR Newsroom

/ 14 Aug 2025

Harris Baltch, Co-Head, Dynasty Investment Bank

WSR Names Top Private Equity And Capital Growth Partners To CAP 5

Constellation Wealth Capital, Lovell Minnick Partners, Summit Partners, TA Associates And Warburg Pincus Named To This Year’s CAP 5

By Janeesa Hollingshead

/ 12 Aug 2025

WSR Names Top Private Equity And Capital Growth Partners To CAP 5

RIA M&A In 2026: Five Forces Set To Reshape The Industry

The Smartest Question You Can Ask: ‘What Am I Getting Myself Into?’

The Best Way For Advisors To Monetize The Value Of Their Life’s Work

Sowell Management Partners With Capital Connect To Offer M&A Services

How RIA Sellers Can Leverage A Saturated Buyer Market In Q4

RIA Sellers Are Getting Ruthlessly Practical

Betting Big On Minority Stakes Investments

Strategic Fit Or Friction? A Review Of Private Equity-RIA Partnerships

Seek Effective Legal Counsel For M&A Deals

Merchant Investment Management Stakes $4.2 Billion Kentucky RIA

First Time Buyer Pitfalls And How To Avoid Them

WSR Names Top Private Equity And Capital Growth Partners To CAP 5

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