David Hauser || M&A and HNWI Wealth Tracker

Selective exit markets, professionalized consolidators and earnout mechanics raise the value of preparation

Selective exit markets, professionalized consolidators and earnout mechanics raise the value of preparation

M&A volume may cool while well-capitalized consolidators remain acquisitive, particularly in wealth management. CoreWeave founders' reported $3.3 billion in stock sales amid a steep share-price decline illustrates the value—and complexity—of staged founder liquidity; advisory firms weighing build, partner or buy strategies must also account for integration, compliance and retention.

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Updated Oct 16, 2026