The M&A Landscape During COVID-19

On this episode of State of the Industry, we welcome: Scott Hanson, Co-Founder & Senior Partner, Allworth Financial (Host) Matt Brinker, Former head of M&A for United Capital and current Managing Partner at Merchant Bob Sponseller, Founder, Capstone Capital, Inc. Each guest offers a unique perspective on the current state of RIA M&A and how advisors can position themselves in the current marketplace to best serve client and personal goals. Key Takeaways: The strategy behind United Capital’s growth and success Unique opportunities for growth for RIAs during a disruptive time period What kind of firms and advisors make good strategic partners for acquisitive firms How COVID-19 provides opportunity for resourceful advisors Predictions for post-coronavirus M&A activity Allworth’s most recent acquisition, Bob Sponseller, discusses reaching a growth ceiling and why he’s decided to partner with Allworth