A rebound in equity markets and stabilizing interest rates set the background for growth among wealth management firms in 2023. This growth—coupled with optimism about the year ahead—has many organizations considering how they might benefit from mergers and acquisitions (M&A). Deal making has already been active as the year begins, and even more firms expect to engage in M&A in the months ahead driven by a widespread desire to grow and increase firm competitiveness by scaling up and adding new capabilities.
Join us as we discuss how wealth advisors view the M&A market and how the market for transactions is evolving in 2024.
First Vice President, Succession & Acquisition Solutions
Cambridge Investment Group, Inc.
Kristin Letourneau, PhD
Vice President, Research
Informa Engage
David Armstrong - Moderator
Executive Content Director
WealthManagement.
com
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