Looking for recent valuation models for Asset Managers/RIAs

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June 28, 2021

by a searcher from The University of Chicago - Booth School of Business in Chicago, IL, USA

Looking for anything recent in the space. Specifically looking for platform model in the asset management space. Locale is midwest. Model drivers such as AUM, MRR, EV multiple or anything of the like would be super helpful.

Any help is much appreciated!

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Reply by an investor
from Ohio Wesleyan University in Charlotte, NC, USA
Alexander, we're fairly active in this space. Mercer Capital has some decent information. Check out this link: https://mercercapital.com/riavaluationinsights/

Also happy to discuss what we're seeing and exchange notes anytime. redacted luck!
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Reply by a searcher
from University of Southern California in Los Angeles, CA, USA
Echelon Partners publishes good info.

https://www.echelon-partners.com
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