PE will continue to dominate, but medium-sized sellers may fill in the gaps.
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Sub-acquisitions made up 31% of all RIA M&A activity in 2025 amid rampant private equity investment in the industry.
In August, the company revived its “Best Deal Ever” promotion, offering a large pizza with any toppings for just $9.99.
Mid-sized firms are being squeezed by shrinking profit margins and rising technology costs.
Sellers are now able to get an even prettier penny when they offload their firms than just a year ago.
The deal-making vibes on Wall Street were strong after Donald Trump won his bid to return to the White House.