Meet your matches

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Meet Your Matches

We’ve found some great matches for you. Click below to view your matches and start connecting.

1st

Strong

[Name]

Added to intro request

Add to Intro List

General Alignment

Strong

[Name]

description

[Data]

Emphasis on Financial Planning

[Data]

Investment Philosophy & Implementation

[Data]

Client Segmentation & Focus

[Data]

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Fundamentals

Strong

[Name]

Fee model

[Data]

Fee model

[Data]

description

[Data]

Custodians

[Data]

Custodians

[Data]

description

[Data]

Geographic Match

[Data]

Geographic Match

[Data]

description

[Data]

Seller Revenue Size

[Data]

Seller Revenue Size

[Data]

description

[Data]

Terms & Conditions

[Data]

Terms & Conditions

[Data]

description

[Data]

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Deal Needs & Objectives

Strong

[Name]

Acquisition type

[Data]

Acquisition type

[Data]

description

[Data]

Cash range

[Data]

Cash range

[Data]

description

[Data]

Equity range

[Data]

Equity range

[Data]

description

[Data]

Earn-Out & Retention Provisions

[Data]

Earn-Out & Retention Provisions

[Data]

description

[Data]

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Partnership Preferences

Strong

[Name]

Succession Planning (Gen 2)

[Data]

Succession Planning (Gen 2)

[Data]

description

[Data]

Changing How They Work

[Data]

Changing How They Work

[Data]

description

[Data]

Expansion of Services & Capabilities

[Data]

Expansion of Services & Capabilities

[Data]

description

[Data]

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Points of Alignment

Strong

[Name]

Investment Management Autonomy

[Data]

Investment Management Autonomy

[Data]

description

[Data]

Cross-Selling of Services

[Data]

Cross-Selling of Services

[Data]

description

[Data]

Brand Adoption

[Data]

Brand Adoption

[Data]

description

[Data]

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Organic Growth Profile

Strong

[Name]

description

[Data]

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Unique Attributes

Strong

[Name]

description

[Data]

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Approved

Pending to approve

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