Schwab Advisor Services Data

RIA Merger and Acquisition Activity in First Half of 2014 Remains Steady

Date:

Author: Alicia Miguel

  1. Strategic Acquiring Firms emerge as leading buyer category as transactions among U.S. and offshore-based entities ticks upward
  2. Sixteen deals were inked in Q2 totaling approximately $19 billion in AUM, compared to 13 deals totaling $14 billion in AUM completed in Q1
  3. The average deal size also increased during the first half of 2014, reaching $1.13 billion, compared with $808 million in the first half of 2013
  4. “While we see consistency in M&A activity in the RIA industry, with strategic acquiring firms continuing to show their buying power, we are not seeing the spike in industry consolidation that many analysts and observers have been predicting"