About This Episode

RIA merger and acquisition activity has slowed this year. Activity in Q4 accelerated but it may not be enough to eclipse the annual total of 264 in 2022. I’ll get into the details as well as what’s beneath the numbers with David DeVoe in this podcast. I have had the privilege of interviewing David every year around this time, and this is the fourth in that series.

About Our Guest

David DeVoe is CEO and founder of DeVoe & Company, which he founded in 2011 to help wealth management companies optimize their business decisions. The company has supported hundreds of firms in valuation, consulting and investment banking engagements since its launch. David has been a thought leader on RIA practice management for nearly 20 years and was named the “RIA M&A Guru” by Barron's magazine.

Show Notes

• Here is a link to DeVoe & Co.’s web site- https://www.devoeandcompany.com/
• Here is a link to last year’s podcast- https://www.advisorperspectives.com/podcasts/2023/01/19/m-a-valuations-and-the-landscape-for-2023
• Here is a link to DeVoe & Co.’s dealbook- https://www.devoeandcompany.com/ria-ma-deal-books
• Here is a link to the DeVoe Elevate conference- https://www.devoeandcompany.com/elevate

A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.