Who We Are

We are a management consulting and transaction advisory firm exclusively for financial advisory firms and institutions looking to aggressively grow or solve a key management challenge. We understand the business of running a business. We have consulted with over 300 independent financial advisory firms, representing $400 billion in managed assets. Many of our clients have been recognized by top publications including Barron’s, Investment News and Investment Advisor. 

Our Benchmarks

  • Make a meaningful contribution to our clients and within our industry
  • Provide objective advice while upholding the highest ethical standards
  • Create an atmosphere of continuous and meaningful learning
  • Be an honest and fair industry citizen
  • Help industry participants in every way possible


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