We acquire independent fiduciary wealth management firms and support them with access to capital, best practices and continuity planning. Our partner firms maintain their entrepreneurial culture while benefiting from our network and scale.
We operate in the highest growth segment of the global wealth management industry. The Registered Investment Advisor (RIA) market is rapidly consolidating, while also being driven by strong, secular tailwinds due to the growing demand for fiduciary advice.
Pure play acquiror with industry-leading scale.
We are the only pure play acquiror in our market and we have a 16-year track record of acquiring excellent firms that are value accretive. Our scale of $300+ billion in client assets and our intellectual expertise are important sources of competitive differentiation.
Unique value proposition.
We are not a financial acquiror. We are strategic, permanent capital investors in RIAs, offering a unique combination of entrepreneurship, growth capital, and value-added services.
Strong financial fundamentals.
Our high-growth business is complemented by a resilient, tax-efficient financial model which has consistently delivered strong results across market cycles.
