Strategic Wealth Partners was acquired by Kovitz Investment Group Partners, LLC ("Kovitz"), a registered investment adviser with the SEC on May 1, 2024. Strategic Wealth Partners is now a division of Kovitz and its registered investment adviser. Materials created prior to this date were created by Strategic Wealth Partners and are accurate as of the time of publishing.

SS&C Deliver Conference – Understanding Your Firm’s Valuation and Why it Matters

Neal Price, Principal of Strategic Wealth Partners (SWP), spoke to a group of financial advisory professionals at SS&C Deliver 2017 conference in Chicago. Merger and acquisition activity among RIAs continues at a record pace. Given SWP’s appetite for inorganic growth through mergers and acquisitions, Price served as an industry expert on the panel discussion about the key drivers of firm valuation that matter in any transaction.

SWP joined Focus Financial Partners in 2014, and since has completed three small transactions with other advisory firms.

“We partnered with Focus in part to gain access to their M&A resources and financing,” Price said. “There needs to be a lot of M&A activity. There are too many 55- to 60-year-old advisors in the industry who have no succession plan. They owe it to their clients to have one.”

Read more at SS&C overlords culturally shock Black Diamond RIAs in Chicago with heaviness and wow them with well-funded competency

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