Thinking on wealth management M&A

Firm Update

Iron River Establishes Presence in West Palm Beach

Iron River has established its primary presence in West Palm Beach, Florida, positioning the firm at the center of one of the fastest-growing financial corridors in the country.

Deal Announcement

Iron River Advises Poterack Capital Advisory on Transaction with Mercer Advisors

Iron River served as the exclusive financial advisor to Poterack Capital Advisory in its acquisition by Mercer Advisors, a national registered investment advisory firm.

7 Factors Buyers Use to Determine If Your Firm Is a Low or High-Risk Transaction

When a buyer evaluates an RIA to purchase, they look well beyond headline revenue and AUM. They want to fully understand the inner workings of the firm, and a range of factors will shape their view...

Citywire

Mid-market buyers are challenging RIA aggregators. Here’s why that’s a good thing

For years, the M&A narrative in the RIA space has centered around the rise of large, usually private equity-backed aggregators. To be fair, this cohort of buyers makes for the best headlines...

8 Steps of a Successful Inorganic Growth Strategy

Growing a wealth management firm requires a balanced approach between both organic and inorganic growth strategies...

6 Steps to Take Before Selling Your Firm

Selling your wealth management practice is a significant milestone, much like preparing to sell a home. To attract the right buyers and secure the best deal, you need to enhance the appeal of your...

Level the Playing Field: Navigate Your Firm’s Sale with Confidence

Selling a wealth management firm is a defining moment. Get it right and you protect your legacy, your clients, and the value you have built. Get it wrong and there may not be a second chance...

Featured Buyers: May 2025

Iron River works with a wide range of buyers, including many that are not widely known. These firms bring more than capital. They offer cultural alignment, operational strength, and a long-term approach...

Mid-Career M&A: The Growth Strategy Hiding in Plain Sight

Many mid-career financial advisors reach a crossroads: they have built a successful practice with loyal clients and solid recurring revenue, but now they want to grow faster...

Four Factors That Make Your Firm More Attractive to Buyers

RIA buyers today look beyond AUM and revenue, focusing on long-term viability, cultural fit, and scalability. Firms that attract the best buyers exhibit sustainable growth, strong client...

Citywire

Deal czar at $2.5bn RIA departs to form M&A advisory firm

A new M&A advisory firm has entered the RIA dealmaking arena. Tyson Pettitt has launched Iron River Group in St. Petersburg, Fla. to provide buy- and sell-side transaction assistance...

Press Release

Iron River Launches: M&A Advisory for Wealth Management Firms

Iron River officially launches, offering wealth management firms a clear, tailored roadmap for mergers and acquisitions.

Firm Update

Announcing the New Iron River Website

The launch of the Iron River website, featuring an enhanced user-friendly layout and content designed for wealth management founders.