DeVoe M&A Summit

Join us for a two day discussion, reviewing topics such as: 

  • Current State and Outlook for RIA M&A

  • State of the RIA Industry

  • Lessons from Seasoned Acquirers

  • Opimizing Valuation and Economic Deal Structure

  • Technical Roadmaps and Strategic Guidance for Transactions

  • Financing Acquisitions and Succession


Kirsten Petras will be speaking on September 21st. Click here to schedule a one-on-one appointment with Kirsten.

Event Details

Date:September 21-22, 2022

Location:Chicago, IL

Time:7:30AM CT

Meet with Our Team