Lessons from DeVoe Experts On M&A Marketing

Lessons from DeVoe Experts On M&A Marketing

First-time buyers at the M&A deal table surged 10-15% over the past three years, according to David DeVoe, Founder and CEO of DeVoe & Company. At the 2024 M&A+ Succession Summit in San Francisco, he revealed that while the top 10 acquirers once dominated...
Looking ahead to IMPACT® 2019

Looking ahead to IMPACT® 2019

​The much-anticipated IMPACT® 2019 conference will be held in San Diego from Nov. 4 through Nov. 7. With the event now less than a week away, attendees are beginning to plan their itineraries and choose which sessions will be most important to them. That’s why I sat...
Every RIA is impacted by M&A trends, whether they know it or not

Every RIA is impacted by M&A trends, whether they know it or not

Here’s a little food for thought as you get ready for your Memorial Day weekend. In mid April, ECHELON Partners provided its update on RIA deal-making activity for the first quarter of 2018. Per their report, there were 46 announced deals consummated in the quarter,...