Companies from practices


Mergers and Acquisitions

We are active in both Sell Side and Buy Side engagements for several leading RIA firms and financial institutions investing in the RIA community.

Mergers and acquisitions (M&A) can be a key source of growth and opportunity for RIA's, their clients and related companies.  We are selective in our engagements and use proprietary methods to evaluate the fit and potential synergies between RIA firms.  We can assist with capital needs and strategy related to succession planning.


Firms Focused on Building Companies

We have broad experience and perspective across the RIA community.  In addition to serving many elite firms as clients, we have worked inside some of the largest firms in the country and have owned firms ourselves.  This broad experience and exposure to high performing firms aids us in helping understand the drivers and leverage points of firms and helps identify and execute on merger and acquisition opportunities.