DeVoe M&A Summit


Join us for the annual DeVoe M&A+ Succession Summit, the leading event for RIAs contemplating M&A and transitions. You will learn the fundamentals of transition planning and explore the latest trends in deal-making with the most experienced industry leaders for M&A and succession planning.

Meet Us There

Event Details

Date:September 18-20, 2023

Location:Dallas, TX

Meet Our Team

Alicia Chandler

President, Oak Street Funding

Susie McEuen

VP of Sales

Kyle Castle For Events
Kyle Castle

VP of Sales


Schedule a Time to Meet with Us