Mergers & Acquisitions

Our intimate, daily interaction with the majority of private client groups places us in a unique position to identify and approach firms that would provide excellent non-organic growth possibilities to our clients.

Current M&A Projects

  • Consulting ETHIC on the acquisition of a New England RIA
  • Consulting Wall Street Access on the acquisition of an RIA
  • Consulting CM Wealth Advisors LLC on Northern Ohio RIA acquisitions

Past M&A Activity

  • Consulted Lydian Wealth Management on the purchase of Windermere Investment Associates
  • Consulted United Capital Financial Partners on the purchase of PWC’s Wealth Management division
  • Consulted United Capital Financial Partners on the purchase of Hotchkiss Associates
  • Consulted ICC Capital Management on its purchase of Valley Forge Capital Advisors, Inc.
  • Consulted First Commonwealth Bank on the sale of First Commonwealth Financial Advisors to Cantor Fitzgerald Wealth Partners
  • Consulted Fragasso Financial Advisors on Mid-Atlantic RIA acquisition targets
Contact Knightsbridge Advisors to start your M&A project.