Ria acquisition financing This typically involves a combination of debt and equity to fund the transaction. However, approaching a potential sale requires serious preparation. Get started today! Merger and acquisition activity is heating up in the RIA world, especially with the recent cuts in the Federal Funds rate. In this article, we're listing all the financial advisor and RIA moves and acquisitions that occurred in November 2024. RIA Loans and Financing We’re here to help you grow your practice and serve your clients best. Jan 15, 2025 · How to Buy an RIA: a Guide to Acquisitions, Integrations, and Growth Selling your advisory firm is a life-changing event for many advisors. When it comes to growth options for RIAs, an acquisition can make excellent business sense. RIA Lending Providing conventional, non-SBA loans for financial advisors Investment Advisor Loan Products Your firm can be the best – and remain the best – with strategic moves that will help you win. Buying an RIA? In this article, we’ve laid out some helpful tips and strategies to help you successfully complete an acquisition. . Jan 29, 2024 · I provide a high-level overview of the various stages of an RIA merger, sale, or acquisition transaction and detail key considerations for buyers and sellers during each stage including a discussion of the key legal documents. Jan 22, 2025 · The RIA acquisition market has evolved beyond simple financial transactions to become a sophisticated ecosystem of strategic partnerships and operational integrations. SkyView's credit team works with lenders to recognize the value of internal succession plans to secure RIA loans. Secure RIA Financing First and foremost, if you are interested in a wealth management acquisition, you need to secure RIA financing and form a relationship with a bank that funds wealth management loans. When you need a business loan, Oak Street Funding offers a variety of financial solutions, customized to meet your business needs. Is SBA funding really the best choice for your business? Read more. Or, another RIA may have mastered a new technology and through acquisition the acquirer will be better able to compete in the changing technological landscape. Working with various types of financial advisors, including investment advisors and asset managers, our experienced team offers tailored solutions, flexible financing options, and competitive loan terms. Most wealth management acquisitions fall apart due to the buyer's inability to obtain RIA financing and financial advisor loans. WSR: How has the interest-rate environment driven changes to the financial strategy and funding process for buyers looking at new acquisitions? Bruton: The elevated borrowing costs resulting from high interest rates are impacting the financing aspects of RIA acquisitions, leading buyers to scrutinize every facet of a deal to ensure optimal returns. SkyView focuses on providing access to financing exclusively for RIA acquisitions, mergers, successions and debt restructures. Nov 10, 2025 · Explore the latest news, trends, and insights on RIA mergers and acquisitions. Nov 6, 2025 · RIA moves: Merit marks 51st deal with $715M indie RIA Wealth Enhancement is also building on its recent 100-partner milestone, while RFG Advisory adds a $340 million Arizona RIA to its platform. Even though interest rates are high, the right acquisition opportunity will boost revenue and increase economies of scale, allowing There are many factors to consider when securing your RIA financing. Oak Street Funding provides non-SBA financing for RIAs including acquisition and succession loans based on your future revenue. For example, many RIAs acquire other RIAs for the sole purpose of adding their employees to the rooster. RIA acquisition financing requests for internal successions often have more muted cash flow available for servicing the loan. A decrease in inflation and a healthy labor market are contributing to confidence in the economy and a willingness for buyers to consider M&A activity. Read about the evolving investment advisory landscape in the USA. We provide financial advisors with guidance and capital for practice succession, acquisition, merger, and debt restructuring. With approximately 50 buyers for every seller, how can advisors set themselves apart? To get started, follow these ten steps to pave Dec 10, 2024 · Turnover is difficult to track in the investment world. Here are some frequently asked questions about RIA acquisition financing: What is RIA acquisition financing? RIA acquisition financing refers to the methods used to secure funds to purchase an existing firm. While many practices grow their AUM organically by an annual rate of 10 to 15 percent, acquiring a wealth management practice can increase that growth to 20 to 50 percent. SkyView® is focused exclusively on the investment banking and financing needs of independent and registered investment advisors (RIAs). Jun 9, 2016 · An interview with Jason Carroll of Live Oak Bank on Financial Advisor succession plan and acquisition loan financing terms and requirements. vgosebqrppzklznwscsmjqtzsgkrlrgmpydlhvlhqhtthaqanrfyywlfganyhsxeacuxdxupgu