Webinar

Positioning For Success: RIA M&A Insights to Drive 2025 Strategy

“The RIA M&A Outlook for 2024”

March 2025
Positioning For Success: RIA M&A Insights to Drive 2025 Strategy banner

A lot changed in 2024—what should RIAs expect next?

Join DeVoe & Company Managing Directors Brad Grubb and Mark Wilcox as they break down:

  • The biggest M&A trends from 2024 and what they mean for 2025
  • How competitive dynamics are shifting and where opportunities lie
  • Key strategies to position your firm for long-term success

Don’t miss this session! Growth fuels M&A activity, and whether you're considering expansion, succession, or a potential transaction, this webinar will give you the clarity and insights you need to make informed decisions.

To request the password for the replay, please email: sara.prouse@devoe-co.com