For accounting firms looking to buy other accounting firms or wealth management firms, we provide targeted acquisition opportunities that match your strategic goals.
Enhance your service offerings and provide comprehensive solutions to your clients by acquiring complementary businesses.
Grow your geographic footprint and establish a presence in new markets through strategic acquisitions.
Consolidate your market position and gain a competitive edge by integrating leading firms into your existing enterprise.
For accounting firms looking to buy other accounting firms or wealth management firms, we provide targeted acquisition opportunities that match your strategic goals.
Enhance your service offerings and provide comprehensive solutions to your clients by acquiring complementary businesses.
Grow your geographic footprint and establish a presence in new markets through strategic acquisitions.
Consolidate your market position and gain a competitive edge by integrating leading firms into your existing enterprise.
For individual investors looking to break into the accounting firm roll-up space, we offer the guidance and connections needed to build a successful platform.
Identify and acquire the right firms to establish a strong foothold in the accounting industry.
Develop a scalable platform that can be expanded through subsequent acquisitions.
Receive ongoing support to optimize operations and achieve sustainable growth.
For PE groups that currently have, or are looking to build a specialty in the finance sector, we provide opportunities to diversify your portfolio by adding accounting firms or financial advisory firms.
Broaden your service offerings by acquiring firms in complementary financial sectors.
Build a specialized portfolio focused on financial services, enhancing your market position.
Leverage our expertise to identify and evaluate acquisition targets that align with your strategic objectives.
We discuss your acquisition goals and criteria to understand your strategic vision.
Utilizing our vast network, we identify potential targets that meet your specific requirements.
We make recommendations regarding the appropriate valuation according to market standards and assist in negotiating favorable terms.
Our team supports you through the due diligence process, highlighting any potential issues.
Post-acquisition, we assist as needed with integration to ensure a smooth transition and long-term success.
Complete this form, and someone from our team will be in touch.
We look forward to hearing from you!