ADVISORCONDUIT
Acquisition Origination for Wealth Management Firms
AdvisorConduit helps wealth management firms identify acquisition opportunities, identify successor/buyer matches, connect with experienced M&A professionals, and access financing through a network of strategic relationships.
AdvisorConduit is a resource for wealth management practices looking to explore selling, acquisition & merger opportunities, and bank financing.
Through AdvisorConduit’s network of strategic M&A consultant and lending sources, wealth management practices can make more informed and confident M&A decisions.
BUY SIDE SERVICES
Looking to acquire a wealth management practice? AdvisorConduit acts as an external acquisition sourcing resource for wealth management firms seeking qualified opportunities.
We leverage our network and industry relationships to identify potential acquisition targets aligned with your acquisition criteria, facilitate introductions, and connect you directly with the appropriate decision-makers.
From there, you take the lead. Due diligence, valuation, negotiation, transaction structuring, legal documentation, and closing remain directly between you and the seller and your respective professional advisors.
SELL SIDE SERVICES
Considering a sale or succession of your wealth management practice? AdvisorConduit can connect you with experienced M&A professionals who specialize in helping advisors evaluate and execute succession and sale opportunities.
Through our relationships with established industry professionals, we help facilitate the initial connection so you can determine whether their services are right for your practice.
LENDING SERVICES
Need capital for an acquisition, succession, refinancing, or working capital?
AdvisorConduit connects wealth management professionals with lending partners based on their financing needs.
We facilitate the introduction; the lender evaluates the opportunity, determines eligibility, structures the financing, and makes the final credit decision.
WHAT WE DO
| ACQUISITION SOURCING | M&A CONNECTIONS | FINANCING CONNECTIONS |
| We identify and introduce wealth management acquisition opportunities based on a buyer’s criteria | We connect advisors considering a sale, merger, or succession with experienced strategic M&A professionals. | We introduce advisors seeking acquisition or business financing to appropriate lending partners. |
AdvisorConduit facilitates the relationship. Our clients and partners handle the transaction.
OUR ROLE
AdvisorConduit is a relationship and opportunity sourcing platform. We are not an investment bank, law firm, accounting firm, valuation firm, or lender.
Our role is to identify relevant opportunities, facilitate introductions, and connect wealth management professionals with the appropriate resources.
We do not provide legal, tax, accounting, valuation, investment, financing, or transaction structuring advice. Clients and counterparties are responsible for conducting their own diligence and engaging qualified professional advisers as appropriate.
AdvisorConduit 