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Browsing: RIA valuation

Four illuminated glass office towers of different heights rising from one shared granite plaza at dusk, representing several RIA platforms under a single private equity sponsor

Carlyle Now Backs Three RIA Platforms and Is Bidding for a Fourth: What That Does to a Seller’s Auction

August 24, 2026

Carlyle backs MAI Capital, Prime Capital and Captrust, and is bidding for Wealth Enhancement. What overlapping Carlyle RIA platforms do to your auction.

RIA M&A consolidation concept, small advisory firm buildings merging into one large gleaming wealth management tower at dawn

AI Wealth Management

RIA M&A Concentration: The Average Seller Now Manages $1.16 Billion

June 1, 2026

RIA M&A concentration is reshaping 2026: the average seller now manages $1.16 billion as mid-market deals fall from 50% to 32%. What it means for founders.

Browsing: RIA valuation

Carlyle Now Backs Three RIA Platforms and Is Bidding for a Fourth: What That Does to a Seller’s Auction

RIA M&A Concentration: The Average Seller Now Manages $1.16 Billion

Carlyle Now Backs Three RIA Platforms and Is Bidding for a Fourth: What That Does to a Seller’s Auction

Mesirow Added $49 Billion of Outsourced 401(k) Discretion in 101 Days: What Plan Committees Now Have to Re-Approve

Half of Morgan Stanley’s Record $148 Billion Came From One Funnel: The Stock Plan You Join Before the IPO

The IRS Named a CRAT Structure a Listed Transaction: Which Client Trusts Now Carry Disclosure Risk

The RIA Buyer That Promises Never to Sell You: Permanent Capital Meets the PE Exit Clock

Private Credit BDCs Returned $5.9 Billion in Q2. The Redemption Wave May Have Peaked, But the Money Isn’t Coming Back.

The SEC’s $2.7M Qualified Client Floor Is Live Today: What RIAs Must Lock Down Now

Private Markets Are Coming to the 401(k) Just as They Gate Redemptions: The Liquidity Factor Sponsors Must Document

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