Client stories
Long relationships, measurable results
How we have helped wealth management firms grow, consolidate, and build durable businesses.
<$10B → ~$185B
A long-term partner to Pathstone
Acquisitions, a recapitalization, and an NCP investment across a relationship that began around 2014.
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$4B → $10B
A strategic partner to SignatureFD
CEO-level advice on profit improvement, equity succession, and the balance sheet since 2020.
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10 RIAs
Building VestGen through consolidation
Helping combine 10 RIAs into the business that became VestGen Wealth Partners.
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~$5B
One firm from many affiliates at C2P
Buy-side advice on consolidating independent affiliates under one ownership structure.
Read the story →Weighing a sale, an acquisition, or a capital raise?
Senior bankers, one industry, and a process built around your objectives.