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