by Michele Mandeville | Jul 29, 2026
Recently, I spoke with a $600 million AUM advisor who had walked away from two separate sell-and-stay opportunities. At first glance, both offers looked attractive. But as he reviewed the agreements,…
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by Michele Mandeville | Jun 9, 2026
Last week, I met in person with a $3 billion wealth management team exploring their future options. Could we have done the meeting over Zoom? Sure. But some conversations are simply too important to…
read more...by Michele Mandeville | Jun 2, 2026
Recently, I spoke with a $150 million RIA owner preparing for a succession transaction. He told me he had been approached by several “investment bankers” and online marketplaces offering to help sell…
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by Michele Mandeville | May 28, 2026
Increasingly, we’re witnessing wealth management firms rush into M&A without the infrastructure required to support that growth long term. This results in not delivering the experience, resources, or…
read more...by Michele Mandeville | May 14, 2026
One of the most common questions I receive from advisors is: “What is my practice actually worth?” After years spent consulting with advisors and evaluating real-time M&A opportunities across the…
read more...by Michele Mandeville | May 7, 2026
Recently, I consulted with a $1.3B wirehouse team that completed a successful sell/stay full acquisition. After extensive due diligence, the team selected a strategic RIA partnership offering…
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by Michele Mandeville | May 1, 2026
We’re in the middle of historic levels of M&A activity in the Wealth Management sector. High multiples are being quoted, and advisors are fielding a surge of outreach — often quick, surface‑level…
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by Michele Mandeville | Apr 14, 2026
You didn’t build your practice by gambling. You built it through discipline – navigating market cycles, compounding trust, reinvesting through volatility, and steadily growing the stack in front of…
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by Michele Mandeville | Mar 18, 2026
“We’re witnessing the largest transfer of wealth management practices in history. Advisors who act strategically now will capture maximum value, while those who wait may find themselves with fewer…
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by Michele Mandeville | Jan 16, 2026
Selling your practice is a significant undertaking, requiring careful planning and meticulous execution. You can’t simply decide to sell three years from now and expect to be fully exited a few weeks…
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by Michele Mandeville | Dec 17, 2025
Selling a wealth management practice is about more than AUM — buyers pay premiums for predictable growth, scalable operations, and a clear succession plan. Focus on these factors to maximize buyer…
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by Michele Mandeville | Nov 10, 2025
Sell & Stay transactions are a strategic bridge between full liquidity and continued professional engagement — a powerful option for advisors who want to monetize equity while preserving client…
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by Michele Mandeville | Oct 6, 2025
The Wealth Management M&A market has reached a historic inflection point — strong valuations, active strategic buyers, and unprecedented deal flow. If you’re a W2, Independent, or RIA advisor…
read more...Gain perspective on the trends shaping growth and opportunity across wealth management.