Heat
Sales
$500k - $30M+
EBITDA Range
$0 - $5M+
Industry
Field Services
Geography
Continental United States
Investment Criteria
Sellside Group represents a buyer interested in acquiring Investment Syndicator, Registered Investment Advisor and Wealth Management irms 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
Support the local branch with “foundational” support and a suite of “optional” revenue and profit optimization tools
Build strong culture through career advancement and development opportunities
Maintain local brands and support continued growth through a framework of “Operational Freedom with Fences”
Driven by their passion for serving customers, employees and the communities served
Managing Director
Kipp Bush
Mananging Director Email
Senior Associate
Alvaro Guiterrez
Senior Associate Email
