Overview

MDI Investments Inc (MDI) is looking to transition our skills in finance and relationship management from the corporate side to the individual side. We are looking for you to mold us to fit your clients so you can feel confident and comfortable with your transition into retirement.

MDI provides advice to accredited investors and the corporate suite of asset managers (banks, hedge funds and and CLOs) between $50 million and $15 billion in assets. Services include asset allocation, investment decisions, succession planning, capital raising, mergers and acquisition advisory, business research, financial modeling and analysis. Its principals have managed securities offerings as small as $2 million and as large as $1 billion. The principals have assisted 100's of companies in mergers and acquisitions of other businesses with transaction values of $3 million to $400 million. please read more about us and our philosophy at ___ Also read what our founder has to say in various newspaper articles by searching "MDI Investments" "Iannaccone" on the web or on Youtube. The Succession Link profile states $500mm AUM but that is the typical client MDI deals with on a regular basis. They have had over 200 clients in the past 20 years with many engaging MDI for multiple assignments.

MDI Investments' principals are in great standing with FINRA (Series 7, 63, 24, & 79) having a clean record for over 25 years, Principals are also licensed in Life and Health insurance, Most of its principals have been equity salespeople, corporate finance advisers, equity research analysts and wealth management advisers during their career. The principals have abundant experience in relationship management and strategic selling to company executives, accredited investors and boards of directors.

MDI is looking foremost for the right fit with another adviser and his/her clients. MDI believes firmly that its principals and the principals of the target advisor must share similar core values, style and commitment to clients for a transition to be successful. For the right opportunity MDI is willing to pay a PREMIUM (to market multiples) to become the successor or buy a practice.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

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