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  JUL 22, 2021

BNY MELLON'S PERSHING

The Evolution of Experience- How Increasingly sophisticated buyers are reshaping RIA M&A – and the industry overall.


This white paper, developed in collaboration with Echelon Partners, addresses the evolution of acquirers in the wealth management industry, with a specific focus on the professional, or “sophisticated,” buyers that have engaged in multiple acquisitions.
 

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Elevate The Evolution of Experience

How increasingly sophisticated buyers are reshaping RIA M&A – and the industry overall

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BNY Pershing

BNY Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Many of the world’s most sophisticated and successful financial services firms rely on BNY Pershing for clearing and custody; investment, wealth and retirement solutions; technology and enterprise data management; trading services; prime brokerage and business consulting.

BNY Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of offices worldwide, BNY Pershing provides business-to-business solutions to clients representing approximately 7 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY company. 

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For professional use only. Not intended for use by the general public. Trademark(s) belong to their respective owners. The information contained herein, including any attachments, is proprietary to BNY Pershing. It may not be reproduced, retransmitted or redistributed in any manner without express written consent.  This material does not constitute a guarantee by BNY or BNY Pershing of any kind. This material is for general information purposes only and is not intended to provide legal, tax, accounting, investment, financial or other professional advice on any matter. BNY Pershing is not responsible for updating any information contained within this material and information contained herein is subject to change without notice.

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