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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
276
RIA M&A transactions completed in 2025
$796
billion RIA client assets purchased in 2025
Read The Deal Room Read The Deal Room

Advisor Growth Strategies, “The RIA Deal Room: The Vanishing Middle,” 2026.

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.
Learn more about Truelytics Learn more about Truelytics
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?
CE Course

Considering organic growth?

Increase your business’s growth trajectory by applying best practices from successful advisors to manage the demands on your time and dedicate more time to clients.

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Additional resources

Inside the Practice

Drive greater business efficiency, develop your team, consider new growth opportunities and deliver for your clients and prospects.

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Growth strategies

The key to growth is carving out impactful time with current and prospective clients. Increase scale and business efficiency.

See growth strategies & best practices See growth strategies & best practices
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