The M&A Landscape During COVID-19

On this episode of State of the Industry, we welcome:

• Scott Hanson, Co-Founder & Senior Partner, Allworth Financial (Host)
• Matt Brinker, Former head of M&A for United Capital and current Managing Partner at Merchant
• Bob Sponseller, Founder, Capstone Capital, Inc.

Each guest offers a unique perspective on the current state of RIA M&A and how advisors can position themselves in the current marketplace to best serve client and personal goals.

Key Takeaways:

• The strategy behind United Capital’s growth and success
• Unique opportunities for growth for RIAs during a disruptive time period
• What kind of firms and advisors make good strategic partners for acquisitive firms
• How COVID-19 provides opportunity for resourceful advisors
• Predictions for post-coronavirus M&A activity
• Allworth’s most recent acquisition, Bob Sponseller, discusses reaching a growth ceiling and why he’s decided to partner with Allworth