Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Stamford, CT, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$17,000,000.00
Gross Revenue
$200,000.00
# of Accounts
50
Avg Client Age
60
Overview

We are an event driven Investment Manager that analyzes and invests in the public equity and debt securities of companies that trade at steep discounts to Private Market Value (PMV) and Sum-of-Parts (SOP) valuations.

We are seeking equity and debt focused RIA's seeking a merger partner or succession plan.

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