Meet your matches

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

Added to intro request

Add to Intro List

Add to Intro List

General Alignment

Strong

[Name]

[Name]

description

[Data]

Emphasis on Financial Planning

[Data]

Investment Philosophy & Implementation

[Data]

Client Segmentation & Focus

[Data]

Fundamentals

Strong

[Name]

[Name]

Fee model

[Text]

Fee model

[Text]

description

[Text]

Custodians

[Text]

Custodians

[Text]

description

[Text]

Geographic Match

[Text]

Geographic Match

[Text]

description

[Text]

Seller Revenue Size

[Text]

Seller Revenue Size

[Text]

description

[Text]

Terms & Conditions

[Text]

Terms & Conditions

[Text]

description

[Text]

Deal Needs & Objectives

Strong

[Name]

[Name]

Acquisition type

[Text]

Acquisition type

[Text]

description

[Text]

Cash range

[Text]

Cash range

[Text]

description

[Text]

Equity range

[Text]

Equity range

[Text]

description

[Text]

Earn-Out & Retention Provisions

[Text]

Earn-Out & Retention Provisions

[Text]

description

[Text]

Partnership Preferences

Strong

[Name]

[Name]

Succession Planning (Gen 2)

[Text]

Succession Planning (Gen 2)

[Text]

description

[Text]

Expansion of Services & Capabilities

[Text]

Expansion of Services & Capabilities

[Text]

description

[Text]

Points of Alignment

Strong

[Name]

[Name]

Investment Management Autonomy

[Text]

Investment Management Autonomy

[Text]

description

[Text]

Cross-Selling of Services

[Text]

Cross-Selling of Services

[Text]

description

[Text]

Brand Adoption

[Text]

Brand Adoption

[Text]

description

[Text]

Organic Growth Profile

Strong

[Name]

[Name]

description

[Text]

Unique Attributes

Strong

[Name]

[Name]

description

[Text]

Your Introduction Request List

Select 3 to 5 buyers you’d like to request introductions with. Once you’re ready, submit your list.

Your Request List:

0 / 5 selected

Savant Wealth Management

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.