DeVoe & Company Podcasts and Interviews
Gain actionable information about how to better manage your firm, execute your succession / M&A strategy, or optimize the value of your firm. Listen to our team’s recent interviews and podcast appearances.
January 2024 | VettaFi’s Gaining Perspective Podcast: “The RIA M&A Outlook for 2024”
RIA merger and acquisition activity has slowed this year. Activity in Q4 accelerated but it may not be enough to eclipse the annual total of 264 in 2022. I’ll get into the details as well as what’s 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 fourth in that series.
December 2023 | RFG Advisory’s Disruption Blueprint Podcast: “The Financial Advisory Succession Crisis with David DeVoe”
It looks like the financial services industry is progressing towards a succession crisis. Are advisors ready to handle it?
Shannon Spotswood interviews David DeVoe, the Founder and CEO of DeVoe & Company, about the current state of M&A activity and succession planning in the financial advisory space.
Together, they highlight the succession crisis in the field and the importance of succession planning. David also talks about the challenges and barriers to succession planning, the factors contributing to a firm’s success, and the impact of marketing on the industry.
April 2023 | David DeVoe on Allworth State of the Industry Podcast: “The Heart of the Deal”
David DeVoe joins Allworth Financial’s State of the Industry podcast to discuss the “Heart of the Deal: Confronting the Emotion of Selling.”
In a conversation with Allworth Financial Co-Founder Scott Hanson, the two take a revealing look at the surprising findings of, “The Heart of the Deal,” a first-of-its-kind white paper (co-authored by DeVoe and Allworth Financial) that examines the underestimated emotional challenges that principals must overcome when selling their firms.
March 2023 | David DeVoe on 2023 Wealth Management M&A Trends
DeVoe & Company CEO David DeVoe shares M&A insights on how RIA buyers And sellers are adapting to a new era of volatility, along with best practices for success in 2023.
January 19, 2023 | M&A Valuations and the Landscape for 2023
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.
January 17, 2023 | David DeVoe: The Ultimate Business Rollercoaster
David shared his experience of starting a clothing company in college and his journey to creating DeVoe and Company.
He discussed how business owners going through a merger or acquisition must be prepared for the emotional rollercoaster of such a life decision, and how it is important to understand one’s goals, fears and aspirations. He also highlighted the importance of understanding the cultural fit of any potential partner or buyer.
December 2022 | David DeVoe on Growth Opportunities
2022 is going to be another record year of M&A activity, says David DeVoe, founder and CEO of DeVoe & Company. Here, he explains how sophisticated buyers, patient private equity and advisors looking for inorganic growth are supporting a strong M&A market for wealth management firms.
January 11, 2022 | The 2021 RIA M&A Scorecard: Trends and Valuations
RIA merger and acquisition activity achieved yet another milestone, crossing 200 transactions within a calendar year for the first time ever. The year’s 200th RIA M&A transaction was announced just prior to the Thanksgiving holiday. 2021 is the eighth successive record year for RIA M&A activity. For context, the industry posted 159 transactions in 2020 and 131 in 2019.
PODCAST LIBRARY
12 . 14 . 20 | What Financial Advisors Should Know About Mergers & Acquisitions Today
In this episode of Power Your Advice, Adhesion Wealth President, Barrett Ayers, once again takes the reins and leads a fascinating discussion with M&A gurus Stan Gregor of Summit Financial and David DeVoe of DeVoe & Company about how this year has affected Mergers & Acquisitions across the industry.
12 . 9 . 20 | Gaining Perspective: M&A: Could This Be Your Time to Sell?
David DeVoe sits down with Bob Huebscher of Advisor Perspectives to discuss the latest trends in RIA M&A and his predictions for 2021. Hint: The surge in activity isn’t going away anytime soon.
10 . 21 . 20 | DealQuest: Navigating the M&A Industry with David DeVoe
David DeVoe has an engaging discussion with Corey Kupfer about RIA M&A growth, key trends and predictions, the impact of Covid-19, and more.
11 . 1 . 19 | Gaining Perspective: What’s Behind the Surge in M&A Activity
In this episode of Gaining Perspective with Bob Huebscher of Advisor Perspectives, David DeVoe highlights M&A activity in the wealth management industry, including trends and guidance for prospective sellers.
6 . 7 . 19 | Fueling Deals: DeVoe M&A+ Succession Summit: Recap Day One
This episode of Fueling Deals with Core Kupfer provides highlights and takeaways from day one of the DeVoe M&A+ Succession Summit, including sessions with Ed Swenson from Dynasty Financial Partners, Rudy Adolf of Focus Financial Partners, Mark Tibergien of BNY Mellon Pershing, and David DeVoe.
6 . 7 . 19 | Fueling Deals: DeVoe M&A+ Succession Summit: Recap Day Two
This episode of Fueling Deals with Core Kupfer provides highlights and takeaways from day one of the DeVoe M&A+ Succession Summit, including sessions with Dave Barton of Mercer Advisors, Elliot Weissbluth of HighTower, Matt Cooper of Beacon Pointe, Marty Bicknell of Mariner Wealth Advisors, and more.
6 . 6 . 19 | Allworth Partner Podcast: State of the Industry - Goldman Sachs Acquires United Capital
David DeVoe talks with Scott Hanson, CEO Allworth Partners about what the Goldman acquisition means to the average advisor along with other trends with RIA M&A.
10 . 26 . 18 | Advisor2Advisor Podcast: David DeVoe, Managing Director, DeVoe and Co.
David DeVoe has a great discussion about the industry and M&A trends with Scott Hanson and Pat McClain on Hanson McClain's Advisor2Advisor podcast.
10 . 23 . 18 | Panel Debate: Is Private Equity Ownership Good for Advisors?
David DeVoe joins Dave Barton, Lou Camacho and David Hefty to discuss financial advising, private equity, and M&A to give you the shortlist on what you need to know regarding private equity firms’ presence in the industry. Hosted by David Armstrong at WealthManagement.com
5. 15 . 18 | The Financial Mechanics Of Buying Into An Advisory Firm And RIA Valuation Trends with David DeVoe
In this episode of Michael Kitces’s Financial Advisor Success Podcast, David DeVoe and Michael talk in depth about current trends in the valuation of advisory firms.