Our Services
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Sell-Side M&A Advisory
Our sell-side M&A advisory client engagements cater to RIA firms with $50M to $5B AUM. We prioritize a client-first approach, emphasizing buyer fit and comprehensive deal structure assessment. We lean heavily on prior experience running the RIA M&A effort of a strategic acquirer to ensure an optimal transaction journey and outcome.
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Buy-Side M&A Advisory
For buy-side M&A advisory work, we assist RIA firms, wealth managers, and financial sponsors of all sizes in refining their acquisition strategies, sourcing potential targets, conducting valuations, designing the best deal structures, and negotiating compelling offers.
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Bespoke Solutions
We offer unbiased counsel and bespoke solutions for RIA firms, wealth managers, and financial sponsors. Our services include tailored strategic advice, transaction due diligence support, precision valuations, competitive market reviews, value-maximizing business guidance, ad-hoc projects, and custom research.