Flight
Sales
$50M-$500M
EBITDA Range
$1M-$10M
Industry
Professional Services
Geography
United States
Investment Criteria
Sellside Group represents a buyer interested in minority partnering with Wealth Management and / or Insurance firms with the following characteristics:
$50MM - $500MM in AUM
$1MM - $10MM in EBITDA
High client retention and recurring revenues
Founder or partner-led firms with strong leadership teams
Exclusions:
Firms with ongoing regulatory or legal issues
Buyer Highlights
Strategic partner with operating experience in wealth management, brokerage, insurance, technology and other core service offerings
Open to equity rollover and performance-based earnouts creating liquidity opportunities for shareholders via minority investments
Collaborative transition planning and integration
Ability to provide full back office integration and support services- offering shared infrastructure, compliance support, and operational synergies
Managing Director
Christopher Rolfe
Mananging Director Email
Senior Associate
Ben Richardson
Senior Associate Email
