Wealth Managment Companies

by a lender from McMaster University - DeGroote School of Business

1 year ago

Hello,

I am looking for advice on rolling up wealth management companies in either Canada or USA. Is this a viable business model to roll up? Are there any legal/regulatory concerns I should be aware of? Thx

1 like
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6 comments

searcher from New York University

Scott - I'm an investor in one, please DM me if you would like to chat further. We believe the roll up strategy is still a viable way to proceed (and from a regulatory perspective obviously state/federal Form ADVs are required to be filed).

1 year ago | like reply | 0 likes

searcher from The University of Chicago - Booth School of Business

Would echo many of the comments here on multiples being quite rich. There has been a huge appetite for rolling-up the space along with taking advisors away from the wirehouses. The advisors are very commercially-minded and typically maximize their exit $$.

1 year ago | like reply | 0 likes

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