Acquisition Financing
The purchase of another advisor’s book of clients, or an entire advisory team, is a key growth strategy. Our Investment Advisory Lending Team will help you understand the process of buying other businesses and the role of financing in structuring a transaction. Since we understand the investment advisory industry, we are comfortable utilizing the buyer’s book of business as equity in the transaction, eliminating the cash needed upfront to acquire a firm.

Succession Financing
We can help with partner buyout lending solutions, eliminating the need for a seller note. Live Oak Bank takes a consultative approach to helping firms structure and execute a successful succession plan and ownership buyout for exiting partners. When you’re ready to pass the baton to the next generation, our Investment Advisor Lending Team can structure a deal free from the headaches of seller financing.


2016 Wall Street 50 Honoree Irish America View Award
2016 January Cover of Investment Advisor Magazine "Angel Investors" Download PDF
2016 ThinkAdvisor IA 25 honoree, Jason Carroll ThinkAdvisor View Award
2016 Top 10 to Watch, Jason Carroll View Award
2016 Investment Banks/Lenders/Succession Planning Consultants View Award
2015 Outstanding Industry Disruptor View Award

Our Investment Advisory Team
understands your business.

Meet the Team