Sellers that showed interest
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Company Details
Approximate AUM
Fee model
No items found.
Capital Source
Number of completed Acquisitions
Custodians
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Description
Retail market position
Investment program
Locations
No items found.
Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Company Videos
No items found.
Match confidence
N/a
video Overview
Getting started
03:30
There are all of the data points that we look at to help you find your match.
Acquisition Model
Acquisition Structure
Equity offered
Earn out offered
Deal Terms
Post Acquisition sharing of growth incentives
Match confidence
N/a
video Overview
Getting started
03:30
There are all of the data points that we look at to help you find your match.
Mandatory Points of Alignment
Brand Adoption
Centralized Operations
Financial decision making
Client Experience
Client Service Model
Investment management autonomy
Match confidence
N/a
video Overview
Getting started
03:30
There are all of the data points that we look at to help you find your match.
Advisor Value Proposition
No items found.
Match confidence
N/a
video Overview
Getting started
03:30
There are all of the data points that we look at to help you find your match.
Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
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