Merchant Banking for Wealth Managers

by Nesvold


Nesvold Capital Partners helps asset and wealth management firms to accelerate growth and/or to structure and finance succession plans. We are both a strategic advisory and private investment firm. As such, we can serve either as an investor in your business or as your financial advisor to structure a deal with a third party. NCP was built by the former COO and head of strategy of Silver Lane Advisors, the #1-ranked investment bank that guided asset and wealth management firms with $295 billion in aggregate client assets through mergers and acquisitions. With the perspective of having advised hundreds of asset and wealth management firms, we provide strategic capital, thought leadership, and board services to such businesses managing through exponential growth and/or transformational events, including mergers, acquisitions, recapitalizations, substantial organic growth initiatives, and partner liquidity/succession. ​
Exclusive benefits available only to Chalice Financial Network members: - Complimentary 30-minute consultation - Access to pre-vetted and “serious” buyers and sellers - A one-stop shop for capital and advice

Become a Member to Access Merchant Banking for Wealth Managers

Best in Class Merchant Banking for Wealth Managers is a feature only available to Premier and Plus members.