Carson Medlin is the industry leader in M&A transactions involving RIAs in the Southwest and is among the nationwide leaders in the field.  The firm advises banks that wish to acquire RIAs for the first time or add to those they may already have. Alternatively, the firm may advise those RIAs on their options for realizing the value of their investment, including merging with a bank or another type of acquiror.  Carson Medlin has experience in advising in either circumstance and the in-depth knowledge to accomplish successful transactions involving banks and RIAs.

There are numerous potential buyers of RIAs in today's marketplace - roll-up firms, banks, insurance companies, private equity groups, etc., each with their own particular hot buttons and nuances.  Transactions may involve lots of complexities, and having an investment banker negotiate these issues is smart and valuable.  Carson Medlin specializes in investment advisor M&A - a successful transaction with a higher price and better terms is usually worth many times the cost of the firm's services.

The following summary outlines some of the important considerations for banks considering adding fee-based businesses to their traditional product line and for those firms who may be considering joining forces with a bank.