Advisors get more calls today from RIA buyers and capital providers than fund wholesalers. 📈
We often hear that a seller is sitting on a term sheet and are feeling a bit paralyzed.
"They’re intrigued in a transaction, but all of a sudden it went from first date to term sheet faster than they realized, and some potential sellers start to get anxious," said Ryan Halls, co-founder of Hue Partners. "We’re hearing from a lot of people who got serious fast ... and they want help."
Founders want the peace of mind knowing that what is in front of them is best for their clients, their team and shareholders. They want to flip over every rock and check every box before making the biggest decision on their once-in-a-lifetime transaction.
"There’s the brain tug, the heart tug and the gut tug," Teresa G. Carey - SSCC, CPAC, founder and executive coach at PerformancePointe, Inc.. "Yes we’re looking at the data and the numbers, but we better also be paying attention to what our heart and our gut are telling us."
What a fun discussion with Sam Bojarski at Citywire RIA on such a relevant topic for RIA founders. Most are feeling this in their heart and gut, but few are talking about it!
As M&A continues at a rapid clip, many RIAs are getting to the end of a fast-moving deal process and asking for help with their final decisions.
https://lnkd.in/edaYj8Mu
Dating with intention: What to do when M&A talks move quickly
citywire.com
◆ Former Global Head of DCM Syndicate & Head of Sustainable Banking EMEA at UBS ⇨ Award-Winning Senior Banking Leadership Professional ⇨ Capital Mkts & Banking ⇨ Monetisation & Business Focused ⇨ FinTech & Digitalisation
2moCongratulations Fekko! This will be a great journey ahead! Looking fwd to speak soon!