The most recent RIA Deal Room Report, which provides unbiased, data-driven insights into the changing M&A landscape, spotlights new records in volume and valuation, more lucrative sales and mergers, and more prominent but discerning buyers. It also presents an evolved industry landscape from a two-lane road to a more complex highway of options that include investors, platform-driven investors and integrators.

As the M&A market becomes more sophisticated, it is even more important for advisors to consider teaming up with an experienced navigator to help guide them through the challenges and the opportunities of considering a transaction.

At AGS, we consult on a variety of buy/sell transactions, either as a friendly broker working for the deal, or a trusted consultant to a buyer or seller. We apply our experience and research, including interpreting the dynamic M&A market from an internal and external perspective, offering insight and skills to both front-end decision-making and back-end execution.

We work with clients for a range of reasons, including looking to:

• grow and scale to meet increasing demand or broaden capabilities;
• address sustainability and succession planning issues;
• create a more robust platform; and
• add another investment specialty.

In all cases, our clients are seeking a robust valuation and financial outcome, while keeping true to the intended outcome of a proposed transaction.

Whatever your motivation, we work with you throughout the process, starting with encouraging you, as an M&A candidate, to reimagine what your future business could be. We help ensure you’re ready to enter the highly competitive M&A market, taking you through a structured decision process. We conduct due diligence to validate the deal, and structure a transaction that is a win/win for all parties. Once we find the right fit, we facilitate all facets of negotiations between the deal parties.