What We Do

FN Provides Financing For:

Our Investment Philosophy

We are Flexible

Every wealth management firm has its own unique set of challenges and goals. Consequently, each FN transaction is customized to meet your particular needs.

We are Passive

All of our partner firms are run and controlled by their management teams.  After closing, you retain voting control and continue to manage your business as you always have. While we receive a limited set of consent rights that are designed to ensure that our economics cannot be unilaterally changed, we receive no rights to play a role in the day-to-day operation of your business.

We are not a “Roll-up” or a “Consolidator”

All of our investments are funded entirely with cash. You do not trade your firm’s ownership for equity in a holding company. We also do not merge or otherwise consolidate any of our partner firms. All of our partner firms remain completely independent of each other. We simply provide financing solutions for your most significant strategic transactions.

We are a Long-Term Partner

We become a long-term partner in your business. We receive neither liquidity rights nor the right to force the sale of your firm in the future.