Overview

Investment management firm looking for merger candidates. Experience with succession planning, merging with other firms and growth. We prefer California but would consider candidates from other states. Management has considerable experience in acquiring and merging investment management and RIAs, providing a runway for succession planning, opportunities for liquidity events or to provide a growth platform.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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