DeVoe M&A+ Succession Summit 2026

The DeVoe M&A+ Succession Summit is the premier event for RIA mergers, acquisitions, and succession planning. Hosted by DeVoe & Company — the leading M&A consulting firm in wealth management — the summit brings together aggregators, PE-backed firms, RIA founders exploring exits, and the operational leaders responsible for making deals work after they close.

What to expect at the DeVoe Summit 2026

The summit covers the full lifecycle of RIA M&A: deal sourcing, valuation frameworks, negotiation strategy, deal structure, and — critically — post-acquisition integration. Sessions are led by practitioners who have closed real deals, not theorists. Attendees include Heads of M&A at aggregator platforms, PE operating partners, firm founders considering their succession options, and the COOs and CTOs who have to actually integrate acquired firms into existing operations.

With RIA M&A deal volume hitting record levels, the DeVoe Summit has become the essential gathering for anyone involved in wealth management consolidation. The conversations here directly shape the industry’s M&A playbook.

Why When you acquire a firm, you inherit their CRM, their custodian relationships, their portfolio management system, their planning tools — and none of it talks to your existing stack. Seventy-one percent of RIAs say technology integration is the hardest part of post-deal onboarding.

Milemarker solves this. Our data infrastructure platform connects 130+ systems and can unify an acquired firm’s data into your existing infrastructure in weeks, not the 6-12 months that manual integration typically requires. At the DeVoe Summit, we’ll be discussing:

• How to reduce M&A integration timelines from months to weeks

• Building a repeatable data integration playbook for serial acquirers

• Maintaining data quality and reporting continuity during transitions

• Creating enterprise-wide visibility across multiple acquired practices

• The role of data infrastructure in deal valuation and due diligence

Who should connect with us

If you’re an aggregator, PE-backed platform, or firm leader growing through acquisition, Milemarker’s data infrastructure is the missing piece in your M&A playbook. We work with firms that have acquired 5, 10, 20+ practices and need every one of them feeding into a single operational view.

Planning to be at the DeVoe Summit? Reach out to schedule a meeting — let’s talk about your integration strategy.