ARE YOU DEAL READY?
M&A in the RIA Industry
CFA Society Virginia presents Zach Pavlosky, CFA Director of M&A at Alaris Acquisitions
Topic: ARE YOU DEAL READY? M&A in the RIA Industry
In 2021, M&A deals in the RIA space set a record. The same thing happened in 2022 despite headwinds to the RIA industry we haven’t seen in 10+ years (rising interest rates and stock market uncertainty). What does this mean for deal activity in 2023? The independent wealth management industry has undergone an evolution regarding the advisor demographics, operational complexities, and clients demanding new or enhanced services. How does this evolution effect M&A trends and activity in the space and what does it mean for you? If you are a buyer that has done one or many acquisitions, what do you need to be aware of as you compete in this “seller’s market.” If you are contemplating selling your business, how do you position yourself to find the right acquisition partner for your client and to drive your valuation.
Let’s unpack all of this together during “Are You Deal Ready?: M&A Trends In The RIA Industry
Wednesday, March 29, 2023
12pm
Lunch Meeting
Omni Hotel
Shenandoah Room
Zach Pavlosky, CFA
Zach Pavlosky, CFA is Director of M&A at Alaris Acquisitions. Before joining Alaris in 2021, Zach was Vice President of M&A for LPL Financial, where he led and managed all aspects of the deal process throughout the entire lifecycle, including sourcing, due diligence, execution, closing, and integration activities. While at LPL Financial, Zach launched their sell-side M&A offering and strategy to help advisors successfully monetize their business and find the right partner to transition their clients to. Over the course of his career, Zach has completed many M&A transactions participating in buy-side and sellside transactions in roles at Tide Rock Holdings and FOCUS Investment banking. Zach’s depth of experience and knowledge covers the entire spectrum of M&A related to acquisitions by private equity investor groups and strategic corporate buyers. He is a CFA Charterholder and graduated from Virginia Tech with a Bachelor Degree in Pre-Medicine.
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Registration Closes at 11:30am on Friday, March 24th
Seating is limited for this event. If you register and later realize you will be unable to attend, please let us know as soon as possible so that someone else can take your spot. Please register by 11:30am, March 24th to be sure your seat is saved.
The CFA Society Virginia pays for speaker lunches on a per person basis based on the number of RSVPs received. If a member RSVPs that they will be attending and does not attend, CFA Society must still pay for that lunch. In many instances, this adds up to hundreds of dollars per event. Please be sure to cancel your reservation as soon as possible if you later realize you will be unable to attend.
