Overview

My business partner and I have a strong background in portfolio management as well as marketing and sales. Looking to build a business over the decades to come rather than a roll up and sale.

We are interested in two potential configurations:

1) We are looking to acquire / merge with a group that has expertise in planning and insurance. This would augment our existing capability and add to product lines. Our clients could potentially benefit from these services as well.
2) We are looking to acquire a larger RIA ($250M+) in a cash + earn out configuration. We have funding secured for this.

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this week

Business Data

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