Growth
Sales
$10M - $300M+
EBITDA Range
$2-$10M
Industry
Financial Services
Geography
Continental United States
Investment Criteria
Sellside Group represents a buyer interested in acquiring Investment Syndicator firms with the following
characteristics:
$2M - $10M in EBITDA
Open for a 51% equity partnerships
Licensed or Unlicensed
Proven capabilities in private placements and product distribution
Founder or partner-led firms with interest in remaining post-transaction
Exclusions:
Commission-based broker/dealers
Firms with ongoing regulatory or legal issues
Buyer Highlights
Backed by family offices and institutional capital to focus on building a diversified platform of RIAs through shared infrastructure, compliance support, and operational synergies
Open to equity rollover and performance-based earnouts creating liquidity opportunities for shareholders
Collaborative transition planning and integration
Managing Director
Chris Rolfe
Mananging Director Email
Senior Associate
Benjamin Richardson
Senior Associate Email
