Attorney Patrick Bomhack Quoted in Financial Planning Articles

Attorney Patrick Bomhack has been featured in two articles by Financial Planning’s Chief Correspondent, Tobias Salinger. The articles shed light on the ever-evolving landscape of Mergers and Acquisitions within the Registered Investment Advisor (RIA) industry. In the first article, titled “Buyers Getting More Selective, Tweaking M&A Terms,” Bomhack delves into the strategic shift towards heightened due diligence and selectivity among RIA industry buyers. The second article, “Why Dealmakers are Still Making Waves in the M&A Slowdown,” displays Bomhack’s insights into the dominant influence of private equity capital in shaping the RIA M&A marketplace.

The full text of both articles can be found at Bomhack, a member of the Mergers & Acquisitions Practice Group at O’Neil Cannon, can guide buyers and sellers of RIAs through the complexities of the M&A process. For a comprehensive consultation with Bomhack, interested parties can connect via phone at 414.276.5000 or through email at

Financial Planning serves as a premier resource for financial advisors and wealth managers with essential analysis and insights into the ideas that are shaping their businesses. Through authoritative journalism, events, research, and benchmarking, it helps firms drive their businesses and the industry forward, navigating the critical opportunities in practice management, wealthtech, investment strategies, tax, and regulatory requirements. With a wealth management community of more than 600,000, Financial Planning delivers unique content every day that connects leaders in person, in print, and online.