IFA M&A activity surges in April as mid-market consolidators diversify strategies

The report found that mid-market consolidators were especially active in April, deploying increasingly sophisticated acquisition strategies. It highlighted an uptick in alternative deal structures, including minority equity stakes, succession-led buyouts, and bolt-on regional expansions. Söderberg & Partners' partial equity investment in Active Financial Planners and Corbel Partners' focus on retirement-driven acquisitions were noted as key examples of this trend. The report also found that Perspective Financial Group continued to dominate the M&A landscape, completing nine additional...