Overview

100% fee based. independent with focus on sustainable investing. no debt. larger firm could use brand as an addition to firm's offering to enter fast growing segment of investing. firm also has branded robo on top of existing core asset management with various ESG models already running. willing to stay on with buying firm for a year or 2. based on volume of inquiries, it may take time to respond,. looking for over $4m. (majority cash, then multi year payout, etc).


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today
Listing Age
1,115 days old

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