Acquatio | Wealth Management M&A

Thank you to Investment Executive for covering our story!

BIG ANNOUNCEMENT 📢 Acquatio is joining Fort Capital Partners to launch Fort Capital Financial Services, a dedicated M&A advisory team for Canada’s wealth and asset management industry. Independent firms are facing major inflection points, but the investment banking advisory market isn’t built to serve them. Most investment bankers are tied to banks that have competing wealth management divisions. We’re changing that. This new practice brings together sector depth, national scale, and truly independent advice, just as deal volume accelerates and succession planning becomes urgent across the market. Our team, including Joe Millott, CFA and Ben Ewasko are excited to continue supporting the space, now with even more reach and resources. Press Release: https://lnkd.in/g8HZnbYa

Smart wealth managers recognize that scaling means doing the right things better – not just doing more. 🧠 The reality is that sustainable growth requires more than just expanding your client base or advisor headcount. Today’s market leaders have mastered five critical pillars: 🏢 foundational infrastructure 💰 revenue enhancement  💻 tech-enabled operations  🌟 talent optimization 🎯 strategic marketing initiatives When orchestrated effectively, these components create a multiplier effect that drives operational efficiency + profitability. We're halfway through the year and heading into summer season, so now is the time to reflect on your firm's growth to date and goals for the future. 🤔 Are you growing or keeping the pace? 🤔 Are you building your valuation effectively as you build your practice? 🤔 Are you ready for your retirement, even if that's 5+ years down the road? With a clear playbook and consistent implementation, your advisory firm can build the scalable operational excellence needed for sustainable growth while maintaining the high service standards your clients expect. Working with wealth leaders across Canada, we see what's working now and how you can leverage smart strategies around these pillars to drive your growth and scale. Head to the comments for a deeper dive into the strategies that work. #CanadianAdvisors #WealthManagement #WealthProfessionals #ValuationStrategies #FinancialAdvisory

Over the past five years, private equity firms have demonstrated a growing interest in Canadian wealth management practices. 👀 PE firms recognize that this is an attractive and expanding segment of the financial services industry. Wealth management is a sector that's: ✅ stable, creating solid foundations for growth ✅ cashflow rich with recurring revenues ✅ people-driven, rooted in sticky, long-term relationships This surging PE interest and subsequent capital is leading to transformative deals that can benefit owners looking to transition their practice. Our founder, Joe Millott, CFA, recently chatted with Michael Rakiter of Trivest Partners to share first-hand insights and explore this growing opportunity for wealth professionals in Canada. Check the top takeaways from our talk to dive deeper into what this private equity could mean for your succession strategy: https://lnkd.in/egZAWHNQ #FinancialAdvisory #CanadianAdvisors #WealthManagement #SuccessionPlanning

Canada’s wealth management industry has long awaited a regulatory framework that recognizes advisory practices as businesses. And a new CIRO model now marks a significant shift for this industry in which incorporation has been available exclusively to mutual fund representatives and mainly out of reach for securities-licensed advisors. But does it hit the mark for advisors planning succession through a future sale? The Globe and Mail Globe Advisor had our founder, Joe Millott, CFA, explore what this new model looks like and where there are opportunities to advance it even further. #CanadianAdvisors #FinancialAdvisors #WealthProfessionals #WealthManagement

What's shaping your succession strategy? 🤔 Smooth succession starts with early planning for the right opportunities. Earlier this month, we hosted a fully sold-out virtual fireside chat exploring the opportunity of private equity for wealth management growth and succession strategies. This was an exclusive virtual fireside chat sharing first-hand insights on what’s shaping this growing opportunity - and what it means for wealth management firm and practice owners across Canada. This session that was packed with actionable advice for advisors and firm owners and we've pulled together the top takeaways. Check the full list below ⤵️ (If you missed the event, don't worry - we've got more on the way. Sign up to one of the first to find out about the next session @ https://lnkd.in/ezdrRGYF) #CanadianAdvisors #WealthManagement #SuccessionPlanning #ExitStrategy #FinancialAdvisors #WealthProfessionals

And, it's official - our webinar on the PE opportunity for wealth professionals in Canada has SOLD OUT. 🔥 If you didn't get in on this one, don't worry - we've got the next event in our series coming up soon! These sessions are designed specifically for wealth management firm and practice owners, sharing exclusive access to first-hand insights and conversations on the topics that are shaping the future of wealth management in Canada. Sign up to be one of the first to find out when we open the doors to our next event - join the list today at https://lnkd.in/ezdrRGYF #CanadianAdvisors #FinancialAdvisors #SuccessionPlanning #PracticeManagement #FinancialAdvisory #AdvisorCommunity