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Robertson Stephens

Website for Robertson Stephens Wealth Management

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RIAs Must Achieve Organic Growth Before M&A Deals

June 22, 2023 – Chief Executive Officer, Raj Bhattacharyya was featured in Financial Advisor Magazine to discuss ‘RIAs Must Achieve Organic Growth Before M&A Deals.’ “If you can nail down exactly why you’re doing a deal and where you want to take the business, you can structure the deal to help you get there,” said Bhattacharyya. “Without that clear guidance, it’s hard to create a new structure that will ‘amplify the firm.’” Read the full piece here: https://tinyurl.com/24d7d3md 

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Filed Under: News, Office Austin, TX, Office Boise, ID, Office Boston, MA, Office Burlingame, CA, Office Holmdel, NJ, Office Houston, TX, Office Madison, NJ, Office Marin County, CA, Office Menlo Park, CA, Office New York - Deutsch, Office New York Tierney, Office Pasadena, CA, Office San Francisco - Larkin, Office San Francisco – Amado-McCoy, Office San Ramon, CA, Office Santa Rosa, CA, Office Seattle, WA, Office Sun Valley, ID, Office Vail Valley/Denver, CO Tagged With: Raj Bhattacharyya

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p: (415) 500-6810
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Copyright © 2025 · Robertson Stephens

  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

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