YCharts Research: The Current State of Advisory M&A

SLIDE DECK

The Current State
of Advisory M&A

Lessons from a Landmark Year

Explore how succession, scale, and capital discipline are reshaping RIA M&A and valuations. For teams exploring growth, exits, or recapitalization, this deck maps where advisory M&A is moving next.

Co-Authored by Harris Baltch
Managing Director, Co-Head of Investment Banking
Dynasty Financial