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In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect's Wealth Management Group, talks with Brandon Kawal, partner at Advisor Growth Strategies, about staying alive in the M&A market despite the challenges of 2022. According to Kawal, factors such as continued interest from outside investors and demographic changes have helped sustain activity. It emphasizes the importance of meeting the needs of both sellers and buyers, particularly in terms of succession planning and potential partnerships.

Specifically, David and Brandon discuss:

• How deal structures are shifting toward greater use of equity and why.
• The premium placed on firms incentivizing current next-generation advisors for long-term growth.
• The private equity equation and routes to liquidity.
• What the projected growth means for private market investment.
• How partnerships emerge as a solution to mitigate affordability constraints in domestic heritage plans.

Sources:

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About our guest:

Brandon leads client engagements, thought leadership and research. He is tasked with bringing insight, creativity and analytical knowledge to collaborate and help our clients reach new heights.

Brandon enjoys writing about industry challenges and trends, especially all things millennial. He authored and leads the annual M&A research for The RIA Deal Room, which was recognized as the Industry Research Initiative of the Year at the 2021 Wealth Management Industry Awards. Brandon has contributed to leading industry publishers such as Wealth Management, Barron's, Citywire and ThinkAdvisor. Brandon has been recognized as a ThinkAdvisor Luminary in Dealmaking and Growth.

Brandon resides in Phoenix and thus always roots for the Sun Devils. Brandon will always be a Californian at heart. He enjoys spending quality time with his wife, Kristi, and chasing after their two daughters and young son.

A former New York Mets baseball player, Brandon never misses watching a game. He also enjoys water sports, traveling with his family, and a well-made microbrewery.