Bomy Hagopian’s Quick Takes On The Top Wealth Management M&A Trends Of 2023

Chris Latham, Deputy Managing Editor, Wealth Solutions Report

Bomy Hagopian, Partner At Berkshire Global Advisors, Provides Her Quick Takes On The M&A Landscape That RIAs And Broker-Dealers Face In 2023I recently sat down with Bomy Hagopian, Partner at the M&A investment bank Berkshire Global Advisors, to get her unique insights on the dealmaking landscape that RIAs and broker-dealers face in 2023.

Her quick takes in this Q&A video cover deal volume and valuations, private equity activity, how the rest of the year might unfold as well as what buyers and sellers can do to achieve success.

Chris Latham, Deputy Managing Editor at Wealth Solutions Report, can be reached at

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