Live Oak Bank, SkyView Partners and InvestmentNews Research

Maximizing the M&A Opportunity: A Roadmap for Advisory Firm Buyers and Sellers

By: Live Oak Bank, SkyView Partners and InvestmentNews Research

Financial advisory firms are merging and acquiring at a record pace, and activity looks poised to remain high in 2020. This new research report, sponsored by Live Oak Bank and SkyView Partners, arms advisers with the intelligence they need to make the most of a heated M&A market.

The research provides an in-depth look at industry trends and best practices around several topics, including:

• The different types of transactions firms engage in beyond standard mergers and acquisitions

• How advisers are accessing an evolving financing landscape

• Standards and best practices around valuations

• The integration pain points advisers encounter during a transaction and the keys to surmounting them

download image
  • This field is for validation purposes and should be left unchanged.

Share your research with the investment community and stand out as a thought-leader.
For more information on posting your research on our website, contact


Get unlimited access to

Starting at $4.95 a week for 4 weeks


Pay just $4.95 for the first 4 weeks