Mercer Advisors’ Post

Reminder: Don’t miss Kara Duckworth, CFP at the DeVoe & Company M&A+ Succession Summit this Thursday in San Francisco as she discusses how to prepare your firm for a transition, and what you can do today to optimize the health, and valuation, of your firm tomorrow. #DeVoeMASummit24 #RIA #MergersandAcquisitions

Dive into what Jim Gold, CEO of Steward Partners, discusses with InvestmentNews anchor Gregg Greenberg on the future of the RIA space. Tune in to hear why Jim predicts growth for hybrid RIAs and an uptick in private equity-backed M&A. You are not going to want to miss this perspective: https://ow.ly/LJOR50ShnJq #Finance #RIA #PrivateEquity #MergersAndAcquisitions #InvestmentNews

Great insights from Jim not only about AI, but the future of the independent space, as we continue to experience double digit growth year over year compared to the wirehouses. And, by the way, the value of a trusted advisor's advice, never gets old, even in an AI world.

Sharing a recent interview I did with Connor Lott of AlixPartners. My read on lessons learned from 2023 and my outlook for deal volume in 2024. Also a few tips, tricks and nuggets of wisdom for you recently minted PE backed portfolio company #ceos. #success #partnership #privateequity #dealmaking #mergersandacquisitions

As Michael Valdez from the Business Transition Council of Tampa - BTC points out, process procedures are the unsung heroes of family business succession planning. Read more 👉 https://lttr.ai/ATIzC #SuccessionPlanning #ExitPlanning #BusinessPerformance #CertifiedSuccessionPlanner #FamilyBusiness #BusinessOwners #Testimonial #GrowBusiness #GenerateLeads

Restructuring and insolvency partner Jat Bains joined the latest Real Deals special situation roundtable which explored whether 2024 will be the year of the turnaround after a period of challenging macro conditions and multiple headwinds facing businesses.  Jat was joined by Zeina Bain from Sullivan Street Partners, Thomas Boszko from Alchemy Partners, Alex Cadwallader from Leonard Curtis, Tom Callaghan from Endless LLP, Tristan Nagler from Aurelius and Ari Stavropoulos from Ridgeway Capital to discuss deal flow, management team fatigue and LP appetite. Read the full article in PDF format: https://lnkd.in/eXVtU_8X #Restructuring #Insolvency #PrivateEquity

💡📉🔩Corporate restructuring - a banker’s and investor’s perspective compared. On June 5th our Roodhals Capital partner Willem Appel and Diederick van Mierlo, partner at Boer en Croon will give a guest lecture on this intriguing and relevant topic. This forms part of the RSM master course in Financial distress and corporate restructuring of Assistant Professor Claus Schmitt. We’re proud to contribute to this course for the 5th year running! Don’t hesitate to contact us if you’d like to know more. #corporatedistress #financialrestructuring

We are pleased to welcome Veena Isaac, Partner — Co-Head, S3 Sponsor and Secondary Solutions, Apollo Global Management, Inc., as a speaker on "Navigating Opportunities in Secondaries" Roundtable on May 23, 2024; 11AM-12PM PT, 2-3PM ET. RSVP / Info: https://lnkd.in/g2EGV8p7 Veena's co-speakers include: Darren Schluter, PJT Partners Matthew Heinz, Lockton Damian Jacobs, Kirkland & Ellis Kenneth Blazejewski, Cleary Gottlieb Steen & Hamilton LLP Moderated by Alex Kasdan, Convergence The secondaries market is expected to maintain strong growth trajectory in 2024, across both the GP- and LP-led transactions, driven in part by continued lack of traditional liquidity, high interest rates, geopolitical uncertainly, the valuation disconnect, and opportunity to diversify and generate significant investor returns. The panel will discuss market opportunities in secondaries, transaction structures, capital availability and mitigation of transactional risk with insurance, as well as address questions from the audience. #secondaries #deals #mergersandacquisitions #privateequity #liquidity #structuredfinance #hedgefunds #distressedassets

CLA (CliftonLarsonAllen) assisted with the buy-side quality of earnings for Highland Rim Capital on their acquisition of Associated Adjusters Network (AAN). The Deal Services team at CLA performed similar analysis on over 323 deals in the first half of 2024 totaling over $5.2 billion of transaction value. CLA goes beyond traditional accounting and financial analysis, and scrutinizes key assumptions underlying the deal. Maximize the efficiency and value of an acquisition or disposition at each stage of transaction. Key services include business succession planning, financial due diligence, M&A advisory services and post-merger integration services. Our transactional services team is also able to provide both buy-side and sell-side due diligence services if you are contemplating a transaction. When you choose CLA, you choose all of CLA. #CLA #CreateOpportunities #PrivateEquity #DealServices #TombstoneThursday #CLASeamless

LPL Financial is testing how big an independent wealth management company can grow with a billion-dollar deal that’s likely to push its headcount of financial advisors above 25,000 next year. Here’s a look inside the firm’s megadeal to acquire Atria Wealth Solutions, with insights from Simon Hoyle of RIA Choice, Phil Kerkel of Capco, Jeff Schmitt of William Blair, Devin Ryan of JMP Securities, Rich Steinmeier of LPL and Douglas J. Ketterer of Atria Wealth Solutions. #mergersandacquisitions #growthstrategy #lpl