Going Beyond Private Equity, Working With Multiple Generations And Serving Women Clients

Written By Corey Kupfer

Private equity firms played a role in nearly 76% of RIA acquisitions completed in the second quarter, a record high that is squeezing out buyers who can't match their capital or speed.

Corey Kupfer, a lawyer specializing in M&A work for registered investment advisors, spoke with Dan Shaw of Financial Planning about why PE-backed buyers tend to crowd out other acquirers as consolidation cycles mature in an industry.

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

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