DeVoe M&A+ Succession Summit 2026

September 23-25, 2026 · The Pasea Hotel & Spa, Huntington Beach, CA

The DeVoe M&A+ Succession Summit is the wealth management industry's most focused event on RIA mergers, acquisitions and succession planning. Hosted by DeVoe & Company, whose quarterly deal reports are the sector's most-cited M&A benchmark, the summit draws the buyers, the sellers and the people who have to make the combination work after the wire clears.

Who attends the DeVoe Summit

Heads of M&A at aggregator platforms, private equity operating partners, RIA founders weighing an exit or an internal succession, investment bankers and valuation specialists, and the COOs and CTOs responsible for integrating acquired firms. It is a smaller and more senior room than a general industry conference, which is what makes the conversations unusually candid.

What's on the agenda

• Deal sourcing and how buyers actually build a pipeline

• Valuation frameworks and what is driving current multiples

• Deal structure, earnouts and equity for next-generation owners

• Internal succession as an alternative to a third-party sale

• Post-close integration — the part that determines whether the deal works

Why integration is the recurring theme

Deal volume is the headline, but integration is where returns are won or lost. An acquired firm arrives with its own CRM, its own custodian relationships, its own portfolio management and planning tools, and none of it speaks to the acquirer's stack. Serial acquirers consistently report that technology and data integration is the hardest and slowest part of onboarding a firm — and every month a practice spends running on parallel systems is a month of unrealized synergy and a reporting blind spot for the board.

Milemarker is the data infrastructure layer for wealth management. It unifies data across 130+ systems, so an acquired firm's data can be brought into a single operational view without waiting on a full platform migration.

Talk to us about M&A data integration