As PE crowds out RIA buyers, here's what sellers need to know

Written By Corey Kupfer

As private equity-backed firms take part in a growing share of RIA acquisitions, sellers may face fewer buyers capable of competing with their offers.

Corey Kupfer, Founder and Managing Partner at Kupfer., spoke with Dan Shaw of Financial Planning about how access to capital and established acquisition processes give PE-backed buyers an advantage in today’s RIA market.

Read the full piece: https://www.financial-planning.com/news/as-pe-crowds-out-ria-buyers-heres-what-sellers-need-to-know

Corey Kupfer
Previous

Hamilton Lane-Savant deal flags new PE exit route for RIAs
Next

Beyond Private Equity: What RIA Owners Need To Know As The Buyer Landscape Expands