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Carrington Search works with private equity funds looking to acquire RIAs, hybrid RIAs, broker-dealers, and lift-out financial advisors. We help wealth management professionals unlock the value of their business and supercharge their growth.
There are a number of private equity firms actively engaged in RIA "roll-ups." Premium RIAs can command payouts of 10-14x EBIDTA. Payouts across all wealth management classes are significantly higher than wirehouses. Funds typically inject cash into your business, provide shared services and resources to grow your business, and structure deals to reward you for growth and to participate in the success of the fund -- in a tax-advantaged way.
To discuss your options contact:
Carrie Trabue
OR
Kenny Hansell
Unlocking opportunities for wealth management professionals