Solution introduction
SkyView focuses exclusively on providing small to mid-market independent and registered investment advisors (RIA) access to our tenured investment banking team to address your M&A initiatives
From initial strategic planning through the successful closing and funding of your transaction, our investment banking team has industry-specific expertise to guide your M&A transaction to close
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 a transaction for each advisor’s needs.
