Financial services businesses — RIAs, insurance agencies, wealth management firms — are valued on AUM, recurring fee revenue, and client retention. Consolidation is accelerating across all sub-sectors.
PE firms and family offices evaluating financial services businesses apply a consistent framework. Understanding what they prioritize — and what they discount — determines whether you get a premium offer or a lowball bid.
These are the factors that cause buyers to discount their offer — or walk away entirely. Address them before going to market.
The buyer landscape for financial services varies significantly by deal size and business profile. Understanding who is actively acquiring — and what they're paying — is critical to running an effective process.
Actively acquiring financial services businesses in the lower middle market.
Actively acquiring financial services businesses in the lower middle market.
Actively acquiring financial services businesses in the lower middle market.
Actively acquiring financial services businesses in the lower middle market.
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