
Preempt the Summer Slowdown – Where to Find Active Advisors
According to an SPS analysis on relationship churn, 40% of advisory firms that were active in 2021 were not in 2022, while 15% of active intermediaries in 2022 sold a business for the first time during that period. As a result, data-savvy PE firms are turning to technology to help combat CRM staleness and proactively identify new relationships with active relevant intermediaries.