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HomeWealth ManagementDFA’s Catherine Williams: 2023 RIA M&A Gamechangers

DFA’s Catherine Williams: 2023 RIA M&A Gamechangers


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On this RIA Edge episode, Mark Bruno, managing director of the wealth administration group at Informa, talks with Catherine Williams, head of apply administration at Dimensional Fund Advisors, concerning the adjustments within the M&A panorama and the noticeable shifts in comparison with earlier years because of market challenges, altering expertise dynamics and shopper calls for. Notably, deal valuations stay sturdy, however deal constructions have gotten extra versatile to assist sellers rebound from market disruptions.

Particularly, Mark and Catherine focus on:

  • Modifications in deal-making and deal constructions—and the way they’re impacting patrons and sellers.
  • M&A as a software to drive progress and regional enlargement.
  • Expertise-focused offers the place buying expertise is a precedence, addressing demographic shifts and making certain sustainable progress.
  • The tempo and outlook for RIA M&A deal exercise in 2024 and past.

Assets:

RIA Edge Podcast
Register for RIA Edge West, September 27-29 

Join With Mark Bruno: 

Join With Catherine Williams:

About Our Visitor:

Catherine Williams is Head of Observe Administration at Dimensional. Based mostly within the Charlotte workplace, Catherine delivers benchmarking and apply administration insights to advisors. Previous to becoming a member of Dimensional, she spent greater than 20 years within the funding trade, together with serving as chief working officer for a big RIA. Most lately, Catherine supplied strategic and government teaching to funding advisors as an government enterprise coach with the Carson Group and as vp of apply administration and consulting with Constancy Investments.

Catherine studied broadcast journalism and has targeted her skilled studying on management improvement, which incorporates coursework via Babson Govt Schooling. She has served as an advisory board member for the Heart for Funding and Wealth Administration on the UCI Paul Merage College of Enterprise, and as a coach/mentor for the G2 Management Institute. Catherine hosts the Dimensional podcast collection Managing Your Observe, which was created to supply insights that assist advisors with all elements of their companies.

 

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