{"id":493248,"date":"2026-06-10T22:53:12","date_gmt":"2026-06-10T22:53:12","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/493248\/"},"modified":"2026-06-10T22:53:12","modified_gmt":"2026-06-10T22:53:12","slug":"ma-trends-what-advisory-firms-need-to-know-now","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/493248\/","title":{"rendered":"M&#038;A Trends: What Advisory Firms Need to Know Now"},"content":{"rendered":"<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Where is M&amp;A in the advisory industry heading?\u00a0<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">John Orsini, director of investment banking at MarshBerry, highlights that acquirers are increasingly focused on sustained organic growth and a firm\u2019s positioning for future growth within evolving operating models, beyond factors like geography or talent.\u00a0<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">He explains that advisors should keep enterprise value in view by investing in marketing, building a second generation of leadership with equity incentives, and maintaining double-digit organic growth to support stronger valuation multiples.\u00a0<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Many owners fail to plan ahead despite working in a planning-based profession, and he encourages creating a multi-year plan and considering transaction readiness two to three years in advance, especially for advisors nearing retirement.\u00a0<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Find out more about Wealth Management EDGE \ud83d\udd17 <a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link\" rel=\"noreferrer nofollow noopener\" target=\"_blank\" href=\"https:\/\/www.youtube.com\/redirect?event=video_description&amp;redir_token=QUFFLUhqbWRGLURWTVl2Yk8wcFcxZlowRlZROUlOV285UXxBQ3Jtc0ttUkYxbmh3TTJuUE9VZ2l3TGV3THJyZjIzWFRMejB5eDZ5ZkR5elFiazhGSzgtV28tWjJwT3Z1Y1VxTTZZMjhnQjFjSHJVOGdrMTJwMlhpVjZqTkhWbGdnbnBObUtreko3aGV4TGdIZWx4RUhlNVY0RQ&amp;q=https%3A%2F%2Finformaconnect.com%2Fedge%2F&amp;v=Vw4AHAwBxt8\">https:\/\/informaconnect.com\/edge\/<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Where is M&amp;A in the advisory industry heading?\u00a0 John Orsini, director of investment banking at MarshBerry, highlights that&hellip;\n","protected":false},"author":2,"featured_media":493249,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[72,176,61,60,174,175],"class_list":["post-493248","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-ie","tag-ireland","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/493248","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=493248"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/493248\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/493249"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=493248"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=493248"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=493248"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}