Lexington Park Group, a NY and Orlando based Merchant Bank is acquisitive in the RIA/ Wealth Management space as part of the build out of its wealth management platform. We are interested in RIA’s that are experiencing a change in ownership triggered by succession or other matters. Not shy of transitions, turnarounds/ distressed situations.

As a Group, we focus on Investment Banking, Strategic Advisory, Real Estate and opportunistic, non-public Principal Investments in financial services platforms. Our Principals have led over $20 billion in advisory, capital markets and investment transactions across the Americas, Europe and Asia. Acting as an advisor or investor we have successfully led transactions in Strategic and Financial Advisory, Distressed/Restructuring/Turn-around situations, Growth and Venture Capital Advisory, Capital Structure Advisory, and new and add-on funds for Private Equity and Hedge Fund clients.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred