Client story
One firm from many affiliates at C2P
Buy-side advice on bringing independent affiliates under a single ownership and operating structure.
The situation
C2P Enterprises worked with a network of independent (1099) affiliates operating as separate practices.
What we did
- Advised C2P Enterprises, as buy-side advisor, on consolidating its independent affiliates into one firm
- Brought six affiliates under a single ownership and operating structure (2026)
The result
A combined firm of about $5 billion of client assets.
Weighing a sale, an acquisition, or a capital raise?
Senior bankers, one industry, and a process built around your objectives.