Fin Svcs & Tech Q3 Outlook: Restarting Engines, All Ahead for Wealth Management M&A

Highlights from our Wealth Management report:

• Private Equity-backed acquirers continue to lead the market, comprising 77% of 2024 YTD acquisitions, with PE-backed RIA acquirers emerging as a key driver for Financial Services M&A.
• The pace of Wealth Management M&A remains strong, especially among firms with $250M-$750M in AUM, driving activity and increasing the median transaction size.
• M&A activity is increasingly targeting firms adept at serving affluent clients, as the growth in high-net-worth and ultra-high-net-worth segments presents significant opportunities.

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