Corporate Valuation, Investment Management

October 26, 2020

2020 Alternative Asset Manager Update

Are Sustainable Investments the Future of Investment Management?

The market for sustainable investments has grown to over $12 trillion in the U.S. and the movement of investable assets into sustainable strategies is expected to accelerate. In this week’s post, we link to the newly published 2020 Alternative Asset Manager Update authored by Taryn Burgess, CFA, ABV. The update reviews the growth of sustainable investing over the last decade and considers the valuation implications for your RIA.

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2020 Alternative Asset Manager Update

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From Great to Good? Koenigsegg, Ackman, and the Question of Going Public
From Great to Good? Koenigsegg, Ackman, and the Question of Going Public
As we’ve written many times in this blog, there is a puzzling disparity between the pricing of publicly traded investment management businesses and the valuations of RIA consolidators. This disparity raises many questions worth pondering – one of which is whether (or not) sponsor-backed consolidation models will ultimately be able to achieve liquidity via an IPO.
What Today’s RIA M&A Headlines Tell Us About Valuation and Succession
What Today’s RIA M&A Headlines Tell Us About Valuation (and Succession)
RIA M&A headlines can create the impression that valuation is primarily about scale and headline multiples. In reality, today’s transaction environment reflects a more nuanced assessment of risk, growth, governance, and succession readiness.
Five Takeaways from Dimensional Fund Advisors’ Deals and Succession Conference
Five Takeaways from Dimensional Fund Advisors’ Deals and Succession Conference
Our team attended Dimensional’s Deals and Succession Conference in Charlotte this week, where industry leaders gathered to discuss the evolving M&A and succession landscape. While activity remains strong, this year’s conversations centered more on growth quality, equity structure, leadership depth, and cultural alignment than on deal volume alone.

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