Why Capital Readiness Can Make or Break an RIA Deal

In an increasingly competitive M&A environment, preparation and trust often determine whether a deal succeeds or stalls. Harris Baltch, co-head of investment banking at Dynasty Financial Partners, explains why having capital lined up well before a transaction is critical, how confidentiality and exclusivity shape deal outcomes, and why the lines between private equity, private credit, banks, and technology firms are rapidly blurring in today’s wealth management landscape.