Partnering With You

 Investment Banking Services for the RIA and Asset Management Community



A partnership mindset

Our niche is serving the RIA, Wealth and Asset Management industry and related companies with investment banking services in the form of private placements and mergers and acquisitions.  We offer unique tax structures, as well as direct and co-investment opportunities.  You can use your own ideas, investment team or we can help you partner with some of the industry's leading firms.   

Private Investment Network

Our private investment network is a group of firms, family offices, and individuals collaborating on private investment ideas and opportunities. Our network represents over $200B in AUM and is open to select firms.   If you or your firm are interested in collaborating and investing with others in a professional and confidential way please contact us for consideration.

Contact us by emailing:


Connect with us