About This Episode

RIA merger and acquisition activity had yet another record year, although the year-over-year increase was less steep than prior years. There were 264 transactions in 2022. M&A activity was nearly 10% higher than last year's 241 transactions. But 2022 ended with a slower fourth quarter, 20% below last year's blockbuster Q4 total. We'll get into the details beneath the numbers with David DeVoe in this podcast. I have had the privilege of interviewing David every year around this time, and this is the third in that series.

About Our Guest

David DeVoe is CEO and founder of DeVoe & Company, which he founded in 2011 to help wealth management companies optimize their business decisions. The company has supported hundreds of firms in valuation, consulting and investment banking engagements since its launch. David has been a thought leader on RIA practice management for over 18 years and was named the “RIA M&A Guru” by Barron's magazine.

Show Notes

Here is a link to DeVoe & Co.’s web site. Here is a link to last year’s podcast.

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