M&A

Advisor Upside

Transaction Inaction: RIA Deals Are Falling

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The slowdown may be temporary, but the situation could become much more concerning the longer owners defer selling their businesses, per DeVoe & Co.

1 min read

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ETF Upside

For Sale: What Asset Managers Want in Indie ETF Shops

There are a number of things to consider, including the fate of the products investors love, when their issuer is acquired.

2 min read
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Retirement Upside

Selling Your RIA As a Retirement Strategy? Mind the Terms

The dollar figures in RIA M&A transactions are eye-popping, but that’s only part of the story.

2 min read
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ETF Upside

T. Rowe Price Bets Big on Fixed Income With F/m Deal

The acquisition would more than double the firm’s fixed income ETF assets.

1 min read

M&A

Eli Lilly to Pay up to $3.8B for AtaiBeckley in Big Pharma’s Latest Psychedelic Foray

Photo via Kris Tripplaar/Sipa USA/Newscom

The deal gives Eli Lilly access to a ⁠psychedelic-based nasal spray that studies show curbs treatment-resistant depression in a single dose.

1 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by Shaina Benhiyoun, Weston Hancock, Erica Denhoff, IMAGO/JOERAN STEINSIEK, and Kenya Sumiyoshi via Newscom

Media & Entertainment

Major League Soccer Snatches Victory From World Cup Despite US Team’s Loss

The US men’s national soccer team’s World Cup performance is likely to have significant impact on broadcasters and high-flying investors.

6 min read
Photo via Anthony Behar/Sipa USA/Newscom

Healthcare

Germany’s Merck Pumps Up Life Sciences Biz with $11.3B Bio-Techne Deal

Merck KGaA’s agreement to buy Bio-Techne for $11.3 billion strengthens its hold in life sciences, especially drug discovery and gene therapy.

2 min read
Photo illustration by Connor Lin / The Daily Upside

Advisor Upside

Want Top Dollar for Your RIA? Buyers Are Looking for More Than Assets

Acquirers want firms with strong organic growth and next-generation leaders in place.

4 min read

Advisor Upside

Retiring Advisors Push M&A Deals to $2.5T

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Most of the opportunities lie with the biggest firms, which have the deepest pockets, but Cerulli sees mergers up and down the AUM spectrum.

2 min read

Advisor Upside

Average RIA Deal Size Surges to $1.2 Billion in Early ’26

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The year’s mergers and acquisitions are off to the fastest start ever, and the size of firms being bought is trending upward.

1 min read

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