Get access and stay up to date

Receive updates on RIA industry trends and get access to our leading M&A quarterly report “Inside the Deal”.

Perspectives & News – Dynasty Financial Partners

Perspectives & News

Dynasty Investment Bank News

Investment Bankers: Fisher Is a Different Beast


June 18, 2024

Summit Trail Advisors Add $3 Billion AuM Group


June 13, 2024

Summit Trail Adds $3B+ with Lift from BMO Financial Group


June 13, 2024

Webinars

screengrab of Q1 2024 M&A Market Update

Investment Bank: Q1 2024 M&A Webinar


April 11, 2024
screengrab for nvestment-Banking-Client-Referral-Partner-Program-Featuring-Skyway-Capital-Markets

Investment Banking Client Referral Partner Program, Featuring Skyway Capital Markets


March 13, 2024
screen grab for MA-Year-In-Review-Insights-and-Takeaways-From-2023-2024-Predictions-Webinar-Recording

M&A Year-In-Review: Insights and Takeaways From 2023 & 2024 Predictions Webinar Recording


February 1, 2024

Inside the Deal M&A Newsletters

2024 Q1 Inside the Deal M&A Newsletter


April 11, 2024

2023 Q3 Inside the Deal M&A Newsletter


October 31, 2023

2023 Q2 Inside the Deal M&A Newsletter


July 31, 2023

Market and Deal Insights

Dynasty Investment Bank Which is the Right Multiple - Revenue versus_EBITDA with play button

Which is the Right Multiple: Revenue versus EBITDA


April 26, 2024
Dynasty Investment Bank Exploring the 1099 Model with play button

Exploring the 1099 Model


April 26, 2024
Dynasty Investment Bank Unpacking Structure with play button

Unpacking Structure


April 26, 2024

RIA Resources

Dynasty’s Path to Succession Readiness


November 1, 2023
Dynasty's Capital Matrix for Independent Advisors Thumbnail

Dynasty Capital Matrix for Independent Advisors


December 10, 2021

Dynasty’s Path to M&A Readiness


December 10, 2021

Dynasty News

Summit Trail Advisors Add $3 Billion AuM Group


June 13, 2024

Summit Trail Adds $3B+ with Lift from BMO Financial Group


June 13, 2024

Dynasty-Backed Summit Trail Adds $3B Group From BMO


June 12, 2024

Get access and stay up to date

Receive updates on RIA industry trends and get access to our leading M&A quarterly report “Inside the Deal”.