Why wealth management M&A is unlikely to dry up amid volatility

financial planning m&a press May 01, 2025

Corey Kupfer, founder and managing partner at Kupfer., explains how a downturn in private equity M&A can negatively impact firms with Dan Shaw at Financial Planning. "If they want a sale to a larger PE firm or to bring in a PE firm to take them out, and if the cost of capital remains high, they are going to have trouble raising funding. So they may want to hold on for a bit, or they may do a continuation of their fund" says Kupfer.

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Corey Kupfer is an expert strategist, deal-maker, and business consultant with more than 35 years of professional negotiating experience as a successful entrepreneur and attorney.

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