As you consider acquiring an investment advisory firm, remember that you’re entering a seller’s market. Reports show there are as many as 40 buyers for every seller. So, how can you stand out from the crowd and win? The answer: Work with a trusted investment advisory financing partner who will help you prepare your firm for the acquisition.
Don’t wait until the deal is at your doorstep to explore your acquisition financing options. Our dedicated team will walk you through the steps of preparing your firm for investment advisor acquisition financing so you’ll be ready to jump at the opportunity when the right one presents itself. Contact our team sooner rather than later to learn if you have the ability to acquire and what steps you can take today to make sure you do so successfully.
We are the investment advisory industry leader when it comes to financing. We structure investment advisor acquisition financing to meet the needs of advisory firms every single day. Bank financing is key to being considered a qualified buyer. If you’re ready to grow your business through acquisition, we are ready to help.
Here is what you can expect during the investment advisor acquisition financing process: