Uploaded March 2026 | Updated September 2026, 2 weeks ago
RIA founders often enter M&A conversations with assumptions that don’t match how deals actually get done. This panel brings together an investment banker, a principal investor, and an active acquirer to break down how RIA deals are really valued, structured, and negotiated today. You’ll hear where AI is starting to influence diligence and operations, where it has little impact on outcomes, and how founders can better understand their true options and tradeoffs before making decisions that affect their firm and their clients.
RIA founders often enter M&A conversations with assumptions that don’t match how deals actually get done. This panel brings together an investment banker, a principal investor, and an active acquirer to break down how RIA deals are really valued, structured, and negotiated today. You’ll hear where AI is starting to influence diligence and operations, where it has little impact on outcomes, and how founders can better understand their true options and tradeoffs before making decisions that affect their firm and their clients.
