Create
Your Future

As consultants to the wealth management industry since 2009, we have gained a unique edge in leveraging data, anticipating situations and applying strategies that move business.

Over the past 15 years, we have served as a respected resource in supporting the nation’s fastest-growing and largest registered investment advisor (RIA) firms to excel at every stage of business. We have participated in launching RIA firms, aiding firms with modest beginnings become some of the most successful firms in the United States and helping founders realize the value of their life’s work through M&A.

From these partnerships we have gained invaluable insights and relationships, which have allowed us to help over 400 firms anticipate, navigate and leverage the evolving wealth management landscape.

Specifically, one of the most significant trends that is changing the way RIAs do business is the boom of mergers and acquisitions. The nearly $4 trillion in assets under management (AUM) expected to change hands in the next decade is creating a ripple effect far and wide across the RIA space.

Capital providers have discovered RIAs driving up valuations over 50 percent over the last three years
Transactions have accelerated in record numbers since 2019
Industry concentration continues with 5 percent of RIAs controlling over 90 percent of industry assets under management

We have found that whether firms are in the deal market or not, they must consider the impact of M&A activity on the wealth management ecosystem at every stage of their business. We work with firms to position them for the future regardless of their ideal strategy.

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man and woman talking in office

Evolve

Transaction Advisory

We are a trusted partner to guide partners and owners through M&A including sell-side partner searches, capital raises and buy-side transaction advisory.

Our unique process identifies the ideal fit for our clients, achieving the optimal outcome beyond the math equation of a financial transaction.

GAIN INSTANT PERSPECTIVE:
THE RIA DEAL ROOM

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Case Studies

GROW

Management Consulting

We work with owners and teams of leading firms to achieve their growth objectives and run a better business.

  • Compensation Design
  • Equity Design
  • Strategic Planning
  • Succession Planning
  • Valuation Services
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EVALUATE

Transition Advisory

We help firms create optionality through a strategic planning process to define a long-term strategy. Whether at a business crossroad or exploring transitioning models, we help ensure the path forward will add value for all key stakeholders.

We help the most sophisticated private wealth teams transition to independence by creating or joining a leading independent advisory firm.

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