FOR BUY-SIDE M&A TEAMS

    RIA Acquisitions,
    Done Better

    Rapidly find and engage the best RIA acquisition and lift-out targets with AI-powered intelligence

    Proprietary acquisition scoring
    Historical RIA performance
    Verified contact data

    Exclusively serving buy-side RIA acquirers and private equity firms

    Composition Wealth
    Capital Investment Advisors
    Savant
    NewEdge Capital Group
    Emigrant Partners
    MDP
    Elevation Point

    Firm profiles packed with information

    RIA Catalyst Platform Interface
    CHALLENGES & SOLUTIONS

    Transforming RIA M&A Challenges

    Current Challenges

    What M&A teams face today

    • Fragmented Data Sources
      Spending hundreds of hours reviewing scattered RIA data across multiple platforms
    • Limited Reach
      Relying on brokers or network deals that don't match your acquisition strategy
    • Muddled Visibility
      No clear insights into firm fundamentals, ownership structure, or growth patterns
    • Generic Tools
      Using one-size-fits-all platforms not designed for M&A or RIA-specific needs

    Our Solution

    Purpose-built for RIA M&A teams

    • M&A Intelligence Platform
      Screen 14,000+ RIA firms instantly using 100+ acquisition-specific filters
    • AI-Powered Insights
      Patented acquisition scoring model based on real RIA acquisitions
    • Verified Contact Data
      Direct access to verified owner and advisor contact information
    • Historical Performance
      Track firm growth trajectories and performance trends over time
    • Custom Targeting Models
      Enterprise-grade scoring models tailored to your acquisition strategy
    Screen
    100%
    of the market, in seconds
    With a database of over
    400,000
    advisors
    And
    15,000
    firms
    WHO IT'S FOR

    Built for M&A teams at every stage

    Whether you're a serial acquirer, have experience with local acquisitions, or starting your first acquisition search 

    Serial Acquirers

    Maintain a steady pipeline with dynamic firm scoring, real-time filters, and historical benchmarks.

    • Accelerate and diversify deal flow
    • Identify rising stars faster
    • Prioritize deals with transaction catalysts

    Lighthouse Acquisition

    Breeze through investment committee reviews with firm-level insights and acquisition rationale.

    • Screen for platform investments
    • Detailed firm dashboards
    • Committee-ready presentations, packed with benchmarks

    Thesis Research

    Study the market, understand acquisition drivers, and build a data-backed sourcing plan.

    • Study past acquisitions
    • Research acquisition strategies
    • Acquisition scores and top value drivers
    TESTIMONIALS

    What our customers are saying

    "RIA Catalyst helps us quickly determine whether a business is the right fit. We can make decisions faster and get to a place of confidence throughout the process —from introduction through diligence, and even through the investment and integration process. Our team is saving time at every stage."
    D
    Duke Schillaci
    Founding Partner and Head of Corporate Development
    Elevation Point

    Ditch the wholesale data, and view the market through an M&A-specific lens

    Features
    RIA Catalyst
    Competitors
    Firm and advisor profiles
    Market screening and prospect lists
    CRM Integration
    Integrate with any CRM or external system
    M&A-specific screening filters
    Owner age, CAGR, profitability measures, productivity metrics, custodian, and more
    Limited
    Historical filings and acquisitions
    Track past performance and transactions
    None
    Unlimited exports
    Limited
    Predictive acquisition scoring
    Scoring model based on 1,200 historical acquisitions
    None
    PRICING

    Choose Your Plan

    Select the perfect tier to accelerate your RIA acquisition strategy

    Standard

    Access to library of over 15,000 RIA profiles

    • Insightful firm data
    • Contact info for owners and advisors
    • Historical performance trends
    Most Popular

    Premium

    Powerful market screening capabilities

    • Everything in Standard
    • Targeted firm search with 100+ screening criteria
    • Acquisition scores with transparent reasoning

    Enterprise

    A customized solution tailored to your strategy

    • Custom dashboards
    • Bespoke scoring model to supplement your scorecard
    • Deeper analytics and complete acquisition score breakdown
    • Strategy consultations
    • Securely leverage your proprietary datasets

    Let's get started

    Unlock faster growth with the only data provider built for the RIA M&A market.

    Schedule Demo