An investment bank built for wealth management
Nesvold Capital Partners specializes in M&A advisory and merchant banking for wealth management and its broader ecosystem.
Senior bankers, a single industry focus, and capital of our own
That combination is rare among wealth management advisors.
One industry, deep relationships
Wealth management is all we do. Our principals have advised or invested in firms managing over $1 trillion of client assets.
M&A specialists first
Four McGraw-Hill books on M&A. Peter teaches mergers, acquisitions, and LBOs at Fordham’s Gabelli School of Business.
Senior-led from day one
Peter Nesvold and Ruotao Wang lead engagements personally, from the first conversation through closing.
The right counterparties, not every one
A curated list of pre-vetted, qualified buyers or investors. We avoid overlapping engagements with competing firms.
We have sat in your seat
Peter helped scale Silver Lane Advisors from startup through its sale to a Fortune 500 company, and serves on wealth management boards today.
Advice informed by capital
As principal investors ourselves, we know what capital partners look for and how minority deals are built.
We define our role up front
Because we do both, we hold ourselves to simple rules that keep our interests aligned with our clients’.
M&A advisory
- Larger transactions, where a competitive process creates the most value
- We represent our client, and only our client
- We run a curated process across pre-vetted, qualified buyers or investors
Principal investing
- Smaller, targeted capital needs, where a full process would be out of proportion
- NCP invests its own capital as a supportive minority partner
- Management keeps control; we take a long-term view
Role set by deal size
The amount of capital changing hands typically determines whether we act as your advisor or your investor.
Role defined up front
At the outset of every engagement, we agree with you whether we are acting as your advisor or your investor.
No competing mandates
We avoid overlapping engagements with firms that compete with our clients.
Weighing a sale, an acquisition, or a capital raise?
Senior bankers, one industry, and a process built around your objectives.