Research
Fidelity's quarterly mergers and acquisitions report
See the latest reporting, trends and deal spotlights from last quarter's mergers and acquisitions transaction activity.
Key Takeaways
- Fidelity’s quarterly M&A report highlights transaction activity in the wealth management space, covering top acquirers, private equity involvement, new dealmakers, and more.
- In Q3 2024, activity leveled off after the strongest July (since we began tracking in 2016) for transaction pace and total purchased assets, followed by the weakest August in deal volume over the past five years, and a steady September.
- Overall, the M&A industry remains fragmented, succession planning remains a prevalent industry challenge, and private equity interest is high.*
- For more details from last quarter, check out the report below.
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Q3 2024 M&A Report
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*Source: Fidelity Q3 M&A Transaction Report
Several sources are used to create this report. M&A data is gathered from press releases, trade articles and other secondary research sources. All publicly announced transactions involving the acquisition of an independent advisory firm are reviewed for inclusion. This data covers the period from January 1, 2019–September 30, 2024. The acquirer models referenced herein are for illustrative purposes only and are not meant to be exhaustive of all business options or models a wealth management firm may consider for its particular situation. The included information is not intended to illustrate any specific wealth management firm experience.
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