Merchant reposted this
We're in the Big Apple today for InvestmentNews' RIA Activate event! Our partner, Bryan Staff of Merchant participated in a panel discussion sharing his insights on how activity in the RIA M&A space affects independent and medium-sized firms, and what opportunities the market is presenting to increase its profitability and value. Such a great session!
Co-Founder and Managing Partner at Merchant Investment Management
7moEasy to expand on secular M&A trends that impact the independent wealth space when my partners at Concurrent are off to my left…great to see Nate Lenz and the crew!