About Us

Established in late 2023, Dalphia Partners is not just another M&A advisor in wealth management. Our founder's firsthand role in achieving tenfold asset growth for an acquisitive RIA firm, largely through inorganic growth, offers a perspective that transcends that of typical investment bankers, M&A advisors, and consultants. Leveraging wisdom from our founder's prior strategic buyer experience, we offer our sell-side clients a nuanced understanding of how buyers think about financial, structural, and governance negotiation points. Experience from both sides of the table as a former strategic acquirer and now M&A advisor gives our RIA firm, wealth manager, and financial sponsor clients a marked advantage.

Seeking the expertise of an M&A leader versed in both buy-side and sell-side dynamics? Engage with Dalphia Partners today and experience the distinct value we bring.