Considering M&A?

Maybe you’re looking to purchase another firm, merge teams or sell your practice. Start by defining the outcome you seek: What do you want for your business or team? What is most important to you? Explore insights, best practices and tools to help you get started.

Explore M&A market dynamics

BlackRock has partnered with Advisor Growth Strategies to bring you insights on recent RIA M&A transactions. The Deal Room report can help you consider your options and develop your own perspective on inorganic growth.

Read The Deal Room Read The Deal Room
239
M&A transactions completed in 2024
$536
million was the median deal size in 2024
Read The Deal Room Read The Deal Room

Advisor Growth Strategies, “The RIA Deal Room: Navigating the High Tide,” 2025.

Know the value of your business

Leverage a practice analytics tool, such as Truelytics, to help you calculate the current valuation of your business, identify your biggest opportunities and understand the implications of the M&A deal you’re considering.
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Truelytics dashboard

Look beyond the numbers

Potential partners who look good on paper might not be the right fit for you. Be selective to increase the probability of a successful transaction. Ensure there is alignment across these key elements.
Objectives
Both parties’ objectives should be complementary so that each helps solve for the other’s needs. Identify the benefits of combining (e.g., more services, more locations).
Clientele
Do both parties serve similar clients? If not, ensure there are synergies (e.g., adding relevant services) or intentional differences (e.g., different market).
Culture
Differences in values and priorities can lead to low productivity, inconsistent client experiences and poor employee morale. Discuss your culture with prospective partners.
Investment process
Alignment to one streamlined investment approach is key to scaled growth. Compare your process with that of potential partners. Who would need to adapt?

Communicate proactively for M&A success

Evolution is a natural part of business growth, but it can often bring uncertainty and anxiety. Join Jim Renitsky, Senior Growth Consultant for BlackRock Business Consulting, for an insightful session on using clear, consistent and empathetic communication to inspire trust within your team and reassure clients during times of change.
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Jim Renitsky

Increase the value of your business

Engage with BlackRock Business Consulting for insights and resources that can help you drive organic and inorganic growth.

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