Investment Banks and M&A Consultants

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Gauges prospective buyers creditworthiness and readiness to acquire another practice.

  • Completion of My Practice Profile
    • Get Prequalified for bank financing
    • Completion of current valuation from a verified valuation provider
    • APBOE’s banks accept valuations from a select group of providers
  • Banking Relationship with an APBOE Network Bank
  • Liquidity for Down Payment
  • Valuation Services
  • Preferred M&A Consulting Services
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Sandler O’Neill + Partners, L.P.

Sandler O’Neill + Partners, L.P. is a full-service investment banking firm and broker-dealer focused on the financial services sector. Sandler O’Neill’s clients include a wide variety of financial firms nationwide, and increasingly, around the globe. The firm provides the full suite of investment banking services, including merger and acquisition advisory, capital markets, fixed income and equity trading and sales, equity research, balance sheet management, mortgage finance, and consulting services to financial institutions and their investors.

Sandler O’Neill is a partnership and different by design. Since the firm’s founding in 1988, its partners have sought to provide banks, thrifts and other financial services companies with an alternative to large Wall Street banking firms.  The firm’s focus has always been to enhance the franchise value of its clients. Sandler O’Neill provides clients a wealth of experience and knowledge more critical to them today than ever.

ECHELON Partners

ECHELON Partners is the only investment bank and consulting firm focused exclusively on the wealth and investment management industries.  Over the past 19 years the professionals at ECHELON have advised on over 400 transactions, been the exclusive advisor to over 100 wealth managers with over $1BN in AUM, and evaluated over 1,500 acquisition targets.  ECHELON is the leading provider of valuation services for firms with $200MM or more in AUM.  ECHELON’s executive team hails from leading Private Equity firms, Investment Banks, Law Firms, and Valuation Providers.  ECHELON is a three-time winner of the Wealthmanagement.com Innovation Award and widely recognized for its Quarterly RIA M&A Deal Report and its Deals and DealMakers Summit.

DeVoe & Company

DeVoe & Company is a leading consulting firm and investment bank focused exclusively on guiding wealth management and investment management companies to a higher level of success. The firm provides consulting, merger and acquisition, and valuation services to help RIAs accelerate the achievement of their business goals. The DeVoe & Company team is comprised almost entirely of former financial advisors and former consultants. The team's experience provides RIAs with a strategic partner for a wide breadth of initiatives, including succession, M&A activity, human capital, and growth.

Succession Resource Group

Succession Resource Group (SRG) is a boutique succession planning and consulting firm that has spent over eight years helping thousands of advisors understand, manage, grow, and protect the value of their businesses. By combining their industry experience and best in class resources, SRG provides their clients with a hands-on experience and customized solutions to value their business, setup their equity structure, and plan for retirement.

Bridgemark

Bridgemark Strategies is a consulting firm focused on guiding advisors through their next transition. The firm specializes in helping financial advisors, advisory firms, and financial institutions evaluate the marketplace and uncovering a customized and personalized solution that aligns with the financial advisors or advisory firms’ needs.  Bridgemark’s solution set includes Broker-Dealers, RIAs, Custodians, Aggregators, Integrators or almost any industry solution considering recruiting or acquiring financial advisors. Bridgemark Strategies will also provide support and guidance to financial advisors “breaking away” to establish their own independent RIA. Bridgemark Strategies’ proprietary process is designed to survey and evaluate the marketplace and narrow down best-in-class solutions to help advisors find the right strategic partner by helping evaluate the critical three decisions an advisor has to evaluate: Feel, Fit and Financials.

FP Transitions

FP Transitions, based in the community of Lake Oswego, Oregon, has a team of 40 people that specialize in building financial service businesses of enduring and transferable value. FP Transitions specializes in the valuation and analysis of the intangibles that make a financial services practice unique, and valuable. But performing over 11,000 independent business valuations is only the starting point. FP Transitions employs strategies and thinking that build upon a lifetime of work and trusting client relationships with a plan of succession designed to simultaneously realize value for the founder and perpetuate the business for the next generation of advisors.

SMART Concepts Group

SMART Concepts Group is a growth-based consulting firm working exclusively with financial advisors. Tom Titus, CEO and Founder of SMART Concepts Group, has developed a comprehensive suite of solutions to help financial advisors maximize their business results. These services can be accessed through either personalized consultation or self-implementation. From legal advice to exceptional valuation services, SMART Concepts Group is motivated to help advisors maximize their potential in the industry.

Advisor Legacy

Advisor Legacy is a comprehensive M&A firm, helping financial advisors grow, protect, and transition their practice to the next generation of owners. The firm provides a personalized, consultative approach. Their team of experts have more than 150 combined years of experience in the financial services industry. Advisor Legacy works with practice owners to assess business value, provide deal support to an existing transaction or partnership, set up a continuity plan for owners, provide Sell Side or Buy Side advice, and provide the legal framework to complete a transition or secure a legacy. 

Moisson Partners

MPI is a 23-year-old private consulting firm that works to achieve outcomes for our clients through a very high-touch approach. Our trademarked approach, The Empathetic Buyer™ Process has been refined over the last two decades to: Surface interested sellers or buyers, favorably disposed to meet with our client; Create trust between buyer and seller; Negotiate a near win-win which is critical for a successful transition; Complete a deep dive, comprehensive due diligence process on both sides of the table; Achieve an extraordinarily high transition rate of clients and assets; Allow our client firm to continue working at full steam throughout the Process.

M&A Consultants Impact Results

There are many reasons to consider hiring an M&A consultant or investment bank if you are the buyer or the seller. The difference between a bad deal and a great deal is rarely about the money, but almost always about the details of the transaction that are overlooked by both parties. Great deals are properly vetted, contractually bound, and both parties feel the risks and concerns have been communicated and addressed.

Below are some of the details that address the key benefits of working with a transition consultant:

  1. Better decision making for the buyer and seller. With assistance from the consultant, better decisions can be made by knowing the right questions to ask and finding the right answers.
  2. Consultants work on transactions every day, whereas most advisors make one to two acquisitions in their entire career.
  3. Consultants provide a conduit for open dialogue between parties. Both sellers and buyers will learn the hard way that most of the mistakes made in transactions come from issues that were never discussed.
  4. Most successful consultants learn to assure the priorities for both sides are addressed and included in the foundation of the contractual transaction.
  5. Consultants are knowledgeable of alternative solutions for the structure of deals from years of finding creative solutions when buyer and seller are not on the same page.
  6. Consultants have experience in securing requisite funding. Buyer and seller rarely have experience with funding options and lack relationships with all viable lenders. Consultants have a firm grasp on the taxation of a transaction.
  7. Consultants have significant experience with the paperwork that is required to begin and close a transaction.

When considering the sale of a home, a significant percentage of homeowners utilize a real estate agent. It seems intuitive to use an expert to facilitate a seamless sale of your wealth management practice as well.

APBOE relies on the expertise of select M&A consultants to represent buyers and sellers through the acquisition process. The following partners have an established track record of structuring seamless transactions.

If APBOE should consider another M&A consultant, please email our team at support@APBOE.com.