Despite rising valuations, the RIA industry has just wrapped another record-setting year for M&A. As firms race to consolidate, the real challenge often begins after the ink dries, with the ...

Post-merger integration (PMI) is the stage where a transaction’s strategic vision starts to take shape and the groundwork for long-term value is laid. While deal execution often captures headlines, ...

In the private equity-backed financial services RIA industry, equity is often positioned as the ultimate incentive—a stake in the future, a share in the upside. But here’s the truth—not all equity is ...

The litigation is focused on the propriety of Primo's statements assuring investors that the merger would accelerate growth, generate transformative operational efficiencies, achieve meaningful ...