At WealthTech Strategy Partners, we are the only investment bank exclusively focused on WealthTech. That means we do not just understand your product, we understand the landscape you are building in. From venture rounds to strategic acquisitions, we help early-stage companies like yours navigate pivotal moments with clarity and conviction. Why......

Client type

• Asset Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• End Private Clients
• Financial Advisors

Relevant Regions

• Eastern Europe
• North America
• Western Europe

We are dedicated to helping advisors get deals done – whether you are pursuing a complete buy-out of a peer/partner/employer, consolidating external market share, or acquiring a partial book of business. SRG has decades of experience helping Registered Investment Advisors, advisors affiliated with IBDs, hybrids, and those that are dually......

relevant regions

• North America

We are committed to providing our clients with mission critical strategic and financial advice at every step of an engagement. FT Partners has been chosen repeatedly by numerous client CEO's and Board of Directors of some of the largest, most prominent financial technology companies in the world — chosen over numerous......

relevant regions

• North America
• Western Europe

No exclusive commitment You are free to source transactions on your own or with any other advisor(s). A non-adversarial advisor We care about your outcome. While some advisors might conduct financial auctions with limited seller interaction and provide data that may be questionable, we at Alaris stand apart. We focus on the cultural......

relevant regions

• North America

The  transaction is not your final act. Rather the first step on a fresh, promising path. If navigated with care, this new venture has the potential to unfurl the most rewarding chapter of your professional career. Save time We've cataloged the majority of buyer models. Say goodbye to spending months searching for......

relevant regions

• North America

Fortune follows the organised—and so does success In the high-stakes world of M&A, order isn’t just about security and efficiency —it’s about achieving better outcomes for everyone involved. When deals are well-organised, they’re easier to navigate, faster to close, and more likely to succeed. Ansarada provides the secure technology to bring......

relevant regions

• Oceania

Depending on the engagement scope, our responsibilities may include strategy development and landscape review, target identification, sourcing and outreach, qualification, valuation, diligence, and negotiation....

relevant regions

• North America

Generally, these are not “change of control” transactions, but may result in a new, material minority shareholder....

relevant regions

• North America

How we help Investing is only the first step — we leverage decades of domain expertise our global network and the resources of Citi to help you take your company to the next level. We’re your partner the whole way through. Access We introduce you to senior executives, tech buyers and key stakeholders......

relevant regions

• Asia
• Middle East
• North America
• Western Europe

However, we acknowledge that this may be out of a firm's wheelhouse or otherwise hindered by your day job. We started our Corporate Venture Capital Consulting practice to help bridge the gap. Why start a Corporate Venture Capital effort? 1. Market Intelligence Get a comprehensive view of all the new innovation and products in your market. You......

relevant regions

• Eastern Europe
• North America
• Western Europe

Complete your deal quickly, efficiently, and with maximum synergy between both parties. Our team of dedicated experts will guide you through all facets of your deal, from compliance and financing models to tax considerations and contracts. We will provide the guidance, perspective, and resources you need to complete the deal......

relevant regions

• North America

Drake Star’s deep expertise across many areas of FinTech means that we’re not just investment bankers, we’re partners who will guide your business or investment fund to successful outcomes in this exciting industry. Payments Payment processing runs the modern economy. From subscription billing platforms to point-of-sale integrations and card issuance, the global......

relevant regions

• Middle East
• North America
• Western Europe

Be prepared for a future sale The excitement and enthusiasm for a potential sale can quickly be diluted by the harsh reality of the due diligence process. Diverting your attention from your clients at this crucial time can lead to errors, potential loss of the business sale or a negative adjustment......

relevant regions

• Western Europe

Financial institutions continue to face significant pressures on revenues and margins, which has led to an increasing demand for external technologies and outsourcing of non-core activities as banks and asset managers seek to modernise their infrastructures, improve efficiency, offer best-in-class customer experience, leverage emerging technologies such as AI, robotics and......

relevant regions

• North America
• Western Europe

Our work in ESG Environmental, Social, and Governance (ESG) issues have become increasingly important in recent years, with this growth expected to continue for years to come. Our ESG M&A team are here to support throughout this change, providing M&A services to businesses across the globe and have an excellent track record......

relevant regions

• North America
• Western Europe

Our work in FinTech As technology continues to disrupt the financial services industry, we are here to support your business with the changing landscape. Our FinTech team have advised on over 100+ international and cross-border transactions and have over 30 years of operational and transactional experience within the sector. We have advised......

relevant regions

• North America
• Western Europe

Private equity Inven helps you find potential add-on targets and perfect platform companies efficiently. Forget spending countless hours on desktop research—discover all relevant companies and their key data points in one place. Venture capital Relying solely on networks leaves money on the table. Inven is designed for venture capitalists, providing access to all......

relevant regions

• Western Europe

Trusted advisor with international reach Trust is one of the most important assets your business has — the trust of your customers, your stakeholders and your partners. As the financial advisor to prominent middle market companies worldwide, D.A. Davidson Investment Banking knows exactly how valuable that trust can be when it......

relevant regions

• North America

The right approach gets the right results The catalyst for pursuing a transaction vary as much as the underlying businesses. That’s why Harbor View takes a holistic approach to ensure that the path to liquidity melds with the business model, market landscape and owner objectives.  Guidance every step of the way  Harbor View......

relevant regions

• North America

If you are contemplating a sale, acquisition, or seeking a strategic partner, our team of experienced investment bankers stands ready to offer expert guidance and execution support. Sell-side expertise ECHELON has led the sale of over 100 wealth and investment managers and WealthTech firms over the last 20 years. Our industry expertise,......

relevant regions

• North America

We are a trusted partner for your organization’s most important decisions. Truly strategic advice and process execution are the result of knowledge and vision. By combining a deep understanding of your objectives, your industry, and today’s global market, we help you navigate the short- and long-term opportunities and challenges facing......

relevant regions

• North America

Lazard’s capabilities encompass all types of M&A transactions: mergers; buy-side acquisitions; sell-side divestitures and company sale processes; joint ventures; partnerships and more. In addition to executing transactions, we frequently collaborate with clients to advise on their strategic and financial challenges. We help clients identify, devise and pursue strategies to serve stakeholders,......

relevant regions

• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

The most recent RIA Deal Room Report, which provides unbiased, data-driven insights into the changing M&A landscape, spotlights new records in volume and valuation, more lucrative sales and mergers, and more prominent but discerning buyers. It also presents an evolved industry landscape from a two-lane road to a more complex......

relevant regions

• North America

Pragmatic, bespoke advice with a hands-on approach Whether you’re selling your business or acquiring another, we guide you through each step of the M&A process. Our proactive and consultative approach ensures we help you achieve your strategic goals. We recognise that no two transactions are the same, and our independence allows......

relevant regions

• Western Europe

Recognized as a leading advisor in the investment management, securities and related sectors, we have completed more than 575 transactions in this space. Across borders, market cycles and industry sub-sectors, Berkshire Global Advisors provides effective advisory services to CEOs and their executive teams, business owners and financial sponsors....

relevant regions

• North America
• Oceania
• Western Europe

We start every relationship by listening and asking questions to better understand your transactional goals and then collaborating with you to create a customized plan to optimize your outcome. The highly experienced investment banking advisors on our Mergers and Acquisitions Advisory (M&A) teams have decades of experience in providing a wide......

relevant regions

• North America

We connect transformative FinTech innovators with influential investors and buyers. We know that each deal has its own DNA. We see each as the first of its kind, with no assumptions, templates or shortcuts. Free from preconceptions, we adapt and align to structure the right deal for every client Precision execution......

relevant regions

• North America
• Western Europe

From preparation to deal negotiation, MarshBerry’s team of expert M&A advisors work with insurance brokerages and wealth advisory firms looking to buy or sell. Through a timely, controlled and well-designed M&A strategy, our experience and dedication to process aligns your strategic objectives with a focus on maximizing value. Choose a......

relevant regions

• North America
• Western Europe

Our success comes down to our connections, knowledge, heritage, scale and global outlook. With a history of successful outcomes, we have built up trusted and lasting relationships with private equity houses, with investors truly valuing these personal relationships. Private equity clients appreciate our deep knowledge and insight of specific sectors which, combined......

relevant regions

• Western Europe

If your business was a client of yours, how would you advise them? Our team has 20 years of experience in growing financial service businesses, specializing in mergers and acquisitions. They have successfully guided Private Equity-backed companies through 20+ acquisitions, achieving valuations exceeding £40 million. Focused on M&A, strategic decision-making, change management,......

relevant regions

• Western Europe

Industry knowledge and transaction experience can make all the difference.  There’s no substitute for an advisor who has the combination of in-depth knowledge of your industry and M&A tactics and strategies. If you are anticipating selling your company or buying a business, our industry-focused professionals can provide invaluable insights. We have experience......

relevant regions

• Asia
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Online and mobile banking Portfolio-based lending Investment banking and M&A Business and real estate lending Checking and savings accounts Premium credit and debit cards Mortgages and HELOCs Cash management strategies ...

relevant regions

• North America

We offer professional and institutional investors clear, open access to private credit opportunities. Our commitment is to ensure that every decision is informed, and every investment is transparent....

relevant regions

• Middle East
• North America
• Western Europe

One of the most effective tools we deploy is the Credit Linked Note (CLN) — a bespoke financing structure that transforms assets or ideas into tangible, bankable instruments. As a result we offer a clear, step-by-step breakdown of how we deliver CLN issuance for our clients, ensuring a seamless, cost-effective, and......

relevant regions

• Middle East
• North America
• Western Europe

This "de-risking" event is often followed by investing more heavily in development and sales & marketing initiatives. We work with our client to determine unique liquidity needs and growth constraints to find the right financial partner – whether private equity, family office, debt investor, or corporate investor....

relevant regions

• North America

Helping your firm build, enhance, and sustain value through all stages of ownership The Retail and Insurance Brokerage industry landscape is constantly changing. P&C clients have confidence and trust in the experience, extensive knowledge and expertise of MarshBerry advisors. Services include M&A advisory, debt and equity capital raising, business planning, market......

relevant regions

• North America
• Western Europe

Your trusted business advisor in the wealth industry The wealth advisory market is currently one of the fastest growing advisor channels. Insurance brokerages are expanding into the RIA space as natural extensions of their business. MarshBerry advisors know and understand the distinctive complexities of both these markets, working with you to......

relevant regions

• North America
• Western Europe

RIA Catalyst is a cutting-edge, AI-driven data platform built to help RIAs and financial firms simplify acquisitions and drive growth.  RIA Catalyst is built for M&A teams at every stage and features verified contact info, comprehensive historical filing data, AI-powered acquisition scores. With detailed profiles for 15,000 RIAs and 400,000 advisors,......

relevant regions

• North America

SkyView’s Investment Banking team focuses on representing business owners who desire a variety of transactions – including selling all or a portion of their wealth management practice. Our team understands the financial and non-financial factors that are important to investment advisors contemplating the sale of their practice and will customize......

relevant regions

• North America

Morgan Partners has advised on dozens of successful sales and divestitures. When it’s time to consider a trusted advisor, there is no better choice....

relevant regions

• North America

As with our transactional services, Wellesley Hills Financial offers a range of strategic advisory and consultation services that draw on our almost 17 years of vertical specific expertise. Our unique understanding of the underlying technologies upon which our fintech, payments and SaaS clients have built their platforms provides the intellectual......

relevant regions

• North America

Organizations of all sizes and in all stages of their development face a similar challenge – how to think strategically about the long-term without losing sight of what is immediately ahead. Harbor View helps companies map a clear path, wherever it may lead. Because our work spans both management consulting and......

relevant regions

• North America

Drawing on almost 17 years of vertical specific work in FinTech, payments and SaaS, our investment bankers possess a uniquely deep understanding of these technologies, and the needs and challenges of the owners and founders who have built their businesses around them.  It is precisely this industry specific expertise and knowledge,......

relevant regions

• North America

Using experience, data, and best practices to deliver results Whether you need annual valuation services or a financial valuation to plan your exit, our extensive knowledge of the M&A market for independent financial service professionals (RIAs, Registered Reps, CPAs, and insurance agents), makes us uniquely suited to deliver accurate and reliable......

relevant regions

• North America

Our capital is completely independent which means that all we require of borrowers is that they do right by the clients and staff of the target firm. We provide facilities for one-off or multiple transactions and we can provide capital in tranches to suit the agreed deal structure. Capital is......

relevant regions

• Western Europe