Deal Matching Engine
Match acquisition targets to your criteria with intelligent scoring
Define your acquisition criteria (AUM, revenue, location, timeline) and get succession-signaled targets ranked by 8-factor match score.
Powered by intelligence from 23,428+ SEC-registered RIA firms
The Problem This Solves
You know acquisition is the fastest path to growing your AUM, but you have no systematic way to find solo practitioners nearing succession before a competitor or aggregator gets to them first. So you wait on the occasional broker email or a chance conversation, watching deals that fit your book perfectly close without you ever knowing they existed.
✦ You'll walk into Monday with a ranked list of succession-signaled practices scored against your exact criteria, so your acquisition outreach starts with the targets most likely to fit and most likely to be ready.
Tool Details
How It Works
Surfaces acquisition-ready RIA practices using a 7-signal succession detection engine running against comprehensive SEC IAPD data: 16,876 SEC-registered RIAs + 6,552 state-registered ERA advisers (23,428 total, 94.6% geocoded). Signals detected: NO_SUCCESSION (solo practice, no successor), LONG_TENURED (pre-1995 registration), RETIREMENT_PROXIMITY (retirement score >60), REGISTRATION_GAP (no renewal >2 years), SOLO_PRACTICE (no associates), MARKET_GROWTH (AUM trajectory), CUSTODIAL_CHANGE (platform shifts). Each signal has confidence 0–100 and urgency tier. Targets are ranked against your acquisition criteria using 8-factor scoring: price alignment (25%), timeline fit (15%), service model (15%), specialty overlap (15%), tech stack (10%), client demographics (10%), AUM acquisition fit (10%), geographic proximity (10%). Scores account for signal urgency and confidence level.
Data Sources
- •SEC IAPD Form ADV filings — 23,428 registered RIAs (16,876 SEC-registered + 6,552 state-registered ERA)
- •7-signal succession detection engine with confidence/urgency scoring
- •Geographic data: 94.6% of firms geocoded for accurate distance filtering
- •8-factor intelligent matching: price, timeline, service model, specialty, tech, demographics, AUM fit, geography
- •Real-time signal confidence and urgency tier classification
Audit Parameters
- •Signals: 7 succession detectors
- •Scoring: 8-factor match algorithm
- •Coverage: 23,428 RIA firms (16,876 SEC + 6,552 ERA)
- •Geocoding: 22,100 firms (94.6%)
- •Output: 0–100 match score + signal context + urgency
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