Fidelity: RIA Deal Size Rises, Volume Eases in 2024
Oct 30, 2024
"Corey Kupfer, founder and managing partner at Kupfer PLLC, a law firm that represents RIAs in M&A deals, noted that non-private equity buyers have various strategies to compete for transactions with PE firms that can offer more money.
Some offer advisors more capabilities or more say in the company's management, direction and growth.
One family firm also sells its "Midwest values" and culture, Kupfer noted."
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Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker who is passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast.
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