2026 Advisor M&A Review

See What’s Really Happening in Advisor M&A Before Anyone Else.

Join us Thursday, January 22, 2026, for SRG’s Advisor M&A Review — featuring exclusive data available only in this webinar.

The 10th-Annual Advisor M&A Review is here — SRG’s most-watched session every year.

Get the latest valuation multiples, deal trends, financing changes, and real market data advisors rely on to plan for the year ahead.

You’ll learn:

  • The current M&A landscape

  • How multiples are moving

  • What’s shifting in deal terms

  • Updates on financing options

  • What buyers want in 2026

 

Based on 176 completed transactions and 13.3 billion dollars in AUM transferred last year, this session delivers the industry's most accurate, deal-backed benchmark data. It goes far beyond self-reported surveys. Whether you are preparing to build value, buy, sell, or accelerate growth, this will be the most actionable hour of your 2026 planning.

 

Register now before seats fill up! 

Presenters

David Grau

David Grau Jr., MBA 

Founder/CEO

Succession Resource Group

Kristen Grau

Parker Finot

Director of Transaction Advisory Services

Succession Resource Group