You’re in the right place. Our minority capital, multifaceted expertise, and collaborative style have helped build some of the country’s largest, most sophisticated RIAs. We can do the same for you.
Here are eight reasons to work with us.
You’re looking for a true “win-win” partnership.
The terms we offer and the way we work with our partners reflect our philosophy. We design balanced partnerships where all parties are aligned to benefit from growth and success. That’s how great teamwork happens.
You have a bold vision.
We live to build the large, smart, client-centric RIAs of the future. The RIA leaders we partner with aspire to scale, greatness and long-term independence. We help you grow intelligently, evolve your firm and transform your vision into reality.
You want vast expertise at your disposal.
We’ve been building RIAs for decades. We know all the arcane aspects of helping you manage change, introduce new client offerings, develop your team, implement technology and everything else that’s part of systematic growth. Whatever you need help with, we’ve dealt with it before.
You want to maintain control.
Over the years, we’ve seen RIAs take many approaches to using outside growth capital. We believe our relationship with you is strongest if you and your colleagues retain majority control of your firm. Within that structure, we offer expertise, serve as your sounding board, and pose critical questions at key moments. All final strategic decisions remain yours.
You want to preserve the culture you’ve built as you grow.
You run an RIA — you know how important people are to your success, whether it’s forging lasting relationships with clients or building a dynamic, cohesive culture. We’re keenly aware of all that value you’ve created in human beings. As you grow, nothing’s more important than preserving and extending the unique cultural essence that has fueled your success.
You’re looking for expert M&A support.
Inorganic growth provides a unique opportunity to reach scale quickly. We give you in-depth expertise at every stage of the process. We can help source firms aligned with your culture, conduct due diligence, negotiate terms, structure debt and equity financing, and execute post-closing integration strategies.
You want a flexible, long-term time horizon.
Short-dated capital doesn’t work for the RIA business model. Instead, we offer hold periods far longer than most capital sources. That way, your interests and ours are aligned for the long haul, as are those of you and your clients.
You want to work with partners who’ve done it before.
Over the last two decades, our firm leaders have helped build some of the largest, most sophisticated RIAs in the country. These partnerships were vetted up front on both sides for tight alignment of values and objectives. We’re not looking for a high volume of partners — we just want the right partners.
