M&A Opportunities
for Financial Advisors
Pursue accelerated growth through a proven mergers & acquisition strategy.
Know the Value of Your Business
Equity is a key component in M&A deals. Know what your advisor business is worth before you give part of it away.
M&A Support Services for Financial Advisors
Extensive Valuation
Fully understand every factor that drives your business valuation and how it can affect your M&A efforts.
Marketing Support
We’ll help you identify potential advisors and communicate effectively, so you can focus on finding the right culture fit.
Due Diligence
The due diligence process can be a headache. We’ll lead the initial process to ensure you’re comfortable making a deal.
Effective Negotiations
We drive the negotiation process to ensure you receive a fair deal – or know when to walk away.
Acquisition Financing
When you’re ready to make a deal, we’ll help you raise the necessary capital.
Onboarding
Your new team members will work with our onboarding team to ensure that they are fully integrated into your firm.
Why Acquire a Firm?
Succession
Many financial advisors don’t have a succession plan. Crafting an exit strategy that protects your clients and legacy now will let you focus on enjoying your business without worries about the future.
Quickly Grow Your Business
Acquiring another book of business beefs up your balance sheet faster than adding clients one at a time. Inorganic growth is a core strategy for firms who are focused on rapid, intentional growth.
Case Study
Leveraging Each Other's Strengths
In a single M&A deal, one Carson Partner expanded its service offering, created efficiency and spurred immediate growth.
M&A Insights
Start Growing Through M&A
Strategic acquisitions are all about relationships and finding the right partner. Let’s discuss your inorganic growth goals and how we can help you achieve them.
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