RIA Edge Nashville

At RIA Edge Nashville, Corey Kupfer discussed alternatives to private equity for firms seeking a non-PE-backed aggregator model, while also breaking down the role PE serves in the RIA space, including how it’s structured, the types of deals it works best for, and the firms it’s best positioned to support.

A major theme throughout the conversation was the industry’s shift toward integrated operations and single-brand models. The driving force behind that trend is the public markets’ preference for businesses that can be replicated, scaled efficiently, and accelerated quickly.

While Corey doesn’t expect a significant wave of public offerings in 2026, he does see firms actively reshaping their business models now to become more attractive for future public market opportunities in the years ahead.

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