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 registered. We know the financial services M&A industry, we know the players, and we know mergers and acquisitions. Once you have identified a target, our dedicated team will provide comprehensive support to maximize your chances of winning the deal, including: helping to craft communications to get you to the final group of buyers, quantifying the estimated value of the opportunity, conducting detailed before and after-tax cash flow analysis, assessing tax strategies to support your net returns, connecting you with optimal financing solutions, providing comprehensive resources, and drafting industry-specific contracts to solidify the transaction.