Growth Strategies For Our Partner Firms

Our tailored support solutions are designed to elevate every stage of our partner firms’ growth strategies, so they can focus on what matters most: their clients, team, and legacy.

M&A Outreach

Sourcing

On behalf of our partners, our 18-person outreach team strategically targets RIA owners and advisors across the country

Relationship Building

We spend time with these firms to better understand them, their needs and their goals. We then introduce them to our partners

Transaction Structuring

We create customized deal structures that ensure optimal alignment between sellers and our partners’ strategic objectives

Transaction Processing

Legal

Our dedicated in-house legal team has extensive M&A expertise, and serves as our partners’ internal counsel on all M&A and corporate matters

Finance

Our finance team specializes in M&A valuations, financial diligence, and strategic analysis, helping drive informed decision making for our partners

Integration

Our tactical operations team trains and advises our partners to independently run successful M&A due diligence and integration processes

Platform Optimization

Infrastructure Evaluation

At the outset of a new partnership, we assess and help refine our partner’s operational platforms to ensure scalability, efficiency and readiness for growth

Human Capital

We identify important roles and help source new talent for our partners, while providing guidance on strategic compensation planning

Partner Forums

We host regular forums focused on Integration, Operations, HR and IT, providing opportunities for our partners to exchange
best practices