Six Ways to Retain Your Brand Autonomy Post M&A

M&A activity in the RIA space continues to break records, with 2024 marking 272 transactions and Q2 2025 ranking as the most active second quarter on record. For many smaller firms, joining forces with a larger enterprise offers clear advantages—greater efficiencies, stronger compliance support, and access to broader resources. For larger firms, acquisitions provide new growth opportunities and access to desirable client demographics.

But while the financial and operational benefits are clear, success after a merger often hinges on something less tangible: preserving the unique identity, values, and client relationships that made the acquired firm attractive in the first place. In this article for Rethinking 65, Gretchen Halpin outlines six practical strategies to help RIAs maintain their individuality and client loyalty while integrating into a larger organization.