The July 2024 report examines RIA M\&A from the perspective of technology vendors, highlighting their role before, during, and after transactions. Technologists support seller evaluation by aligning high-quality data with buyers’ criteria, enhance integration through knowledge management and generative AI, and mitigate client attrition risk post-acquisition. Digital transformation can boost seller valuations, though proving ROI remains challenging. Vendors aiding organic growth by optimizing marketing, sales pipelines, and client referral campaigns can become indispensable partners, securing relevance and retention through M\&A cycles.

Join for free to read