The Proliferation Of Upstart Boutique Wealth Management M&A Firms
SEIA’s Director of M&A, Cameron Stagg is featured in Wealth Solutions Report.
Cameron shared great insights about what’s driving the proliferation of upstart boutique M&A firms, stating, “Many of the more than 30,000 state and SEC-registered firms – a vast majority of which are below $250 million in client assets – may lack the time, interest or financial aptitude to entertain a big bank or large consulting practice. As a result, boutiques have a significant opportunity to address a need among middle and lower AUM opportunities.”
Read the full article here: https://wealthsolutionsreport.com/2024/09/18/the-proliferation-of-upstart-boutique-wealth-management-ma-firms/
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