Isaac Wakszol Quoted in InvestmentNews: RIAs are fielding acquisition offers daily — here is how they are responding

Activest Founder and CEO Isaac Wakszol recently spoke to InvestmentNews to share his perspective on mergers and acquisitions. Because Activest serves multi-generational families with international ties, Isaac thinks in generational time horizons, a frame he argues is incompatible with acquirers whose private equity backers require exits within a few years. Rather than accepting offers to be absorbed, he says he is focused on “bringing in like-minded advisors who share our purpose and our values and want a real path to partnership,”. His advice to smaller RIAs is to begin with purpose, not price, and to ask the questions that truly matter: who owns the client relationship after close, what happens to the people, and whether the firm will still be recognizable in two years. See the full article here