About Our Episode

It’s rare that anyone outside of a few investment bankers gets to take a look at transaction data for M&A deals in the RIA industry. But the RIA Deal Room 2020 report from Advisor Growth Strategies goes “under the hood” to show how M&A has continued to shape RIAs in recent years, while also providing a first look at how the pandemic will affect transactions moving forward.

About Our Guest

Brandon Kawal has been a principal at Advisor Growth Strategies for over six years and leads client engagements, thought leadership, and research. AGS is a leading consulting firm with a client portfolio of 250+ firms that provides custom business management solutions to the nation’s top advisory firms. AGS projects include assisting RIAs with compensation and equity design, advisor in transition services, growth strategies, management support services, succession and exit planning, and transaction advisory.

Show Notes

Here is a link to the Advisor Growth Strategies web site.