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.