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Massey Quick Simon in the Media

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Path to Growth: Why RIA firms leverage M&A as a growth strategy

Increasingly, Registered Investment Advisory (RIA) firms are expanding strategic goals, responding to rising competitive pressures and building scale by turbo-charging growth through mergers and acquisitions. In fact, a recent InvestmentNews study found that 31% of advisory firms plan to pursue M&A deals over the next year as a way to grow their businesses. In this special InvestmentNews coverage, Massey Quick Simon is used as an example of one RIA firm’s strategic thinking towards the benefits of M&A

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Secrets Behind Success: Mergers & Acquisitions

Mergers and acquisitions have grown from the exception to the norm in the financial services industry. In this video interview with InvestmentNews, Joseph Belfatto, Managing Partner of Massey Quick Simon, discusses why more and more firms are pursuing M&A strategies.

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The Simon Family-Office Solution

Why did a single-family office in New Jersey merge with a traditional wealth management firm instead of a multifamily office? It occurred to the Simon brothers that combining forces with a wealth advisory firm would allow the office to grow into a multifamily office, but to do so under the watchful eye of Massey Quick’s investment experts. This focused profile published in Barron’s Penta magazine is an interesting read.

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