Phoenix-based M&A consulting firm’s influence and profile continue to grow nationwide
PHOENIX–(BUSINESS WIRE)–Founded to help financial advisors understand how to grow their businesses and navigate the landscape of mergers and acquisitions, Advisor Growth Strategies celebrates 12 years of cultivating success in the fast-moving RIA industry. Since its inception, Advisor Growth Strategies has served more than 300 clients with a combined $400 billion in assets under management (AUM) through its consulting and M&A transaction advisory offers.
As trends of consolidation, virtual service and ambitious goal-setting accelerate dramatic changes in the business of independent wealth management, Advisor Growth Strategies meets a critical advisor demand for guidance and clarity. In 2021, Advisor Growth Strategies expertly handled 16 M&A projects, serving as a trusted partner to platforms, custodians and private equity firms. Among more than 50 consulting projects, 50% related to compensation/equity and the remainder focused on key issues such as strategic and succession planning, and next generation retention.
Last year also saw Advisor Growth Strategies publish its third installment of The RIA Deal Room, which represents the most in-depth, quantitative study publicly available of why and how registered independent advisor (RIA) deals succeed. The 2021 iteration revealed how pandemic-era mergers and acquisitions in the RIA space splintered the market with growing pressures and more options than ever. The 2022 edition of the Deal Room, which will be released in the coming days, will shed more light on the evolution of the M&A climate.
2022 marks an exciting milestone as Alliance for RIAs (“aRIA”), founded in 2012 by Managing Partner John Furey, celebrates 10 years as an industry advocacy growth focused on the future of M&A and helping firm owners manage their business equity. The group’s members have contributed significant thought leadership and best practices to help advance the RIA profession. “aRIA has made meaningful contributions to the RIA industry and the results of these amazing firms has been quite impressive. Each member firm has grown by at least 5X their size 10 years ago,” noted Furey.
The advisor community has taken note of Advisor Growth Strategies’ contributions to researching one of the defining trends of the modern era of wealth management. In 2021, the firm was named a winner in the Industry Research Providers category of the Wealth Management Industry Awards, while Brandon Kawal, principal at Advisor Growth Strategies, was recognized as a Dealmaking and Growth leader at ThinkAdvisor’s 2021 LUMINARIES awards. Finally, Advisor Growth Strategies presented two compelling webinars, “2021 RIA Deal Room Virtual Roundtable” and “RIA M&A Panel: How 2021 Shaped the Future of Deals,” which included panel discussions featuring M&A experts offering insight into the overall industry landscape and its key influences.
“Independent advisors are hard-pressed to stay ahead of the game as the number of potential growth partners multiply, valuations climb, and deal structures become more complex,” Kawal said. “It has been gratifying to help our clients reach better outcomes as they come to the deal table or professionalize their work.”
ABOUT ADVISOR GROWTH STRATEGIES
Advisor Growth Strategies (AGS), a management consulting and transaction advisory firm, provides financial advisory firms and institutions with the tools and expertise to grow, develop or exit a firm. AGS partners with the fastest-growing and largest firms across the country to support them in becoming better business owners. AGS has consulted with over 300 independent financial advisory firms, representing over $400 billion in managed assets. AGS services include assisting advisors in transition, compensation and equity design, strategic planning, M&A and succession planning. For additional information, please visit www.advisorgrowthllc.com.
Contacts
Ann Marie Gorden
Gregory FCA for Advisor Growth Strategies
Email: AGS@gregoryfca.com
Cell: 267-249-7765
