An M&A transaction can be a transformative event for a wealth management firm. For a buyer, an acquisition can accelerate years of future organic growth and substantially increase current profitability. For selling owners, a transaction presents the opportunity to unlock and monetize immense amounts of enterprise value.
FN provides much more than just financing — we will be your guide through every step of the transaction process.
However, acquisitions of advisory firms are expensive and complicated. One of FN’s core businesses is structuring and financing M&A transactions.
A Partner Who Understands Wealth Management M&A
Successfully closing a wealth management M&A transaction is a very low probability event. Even when both sides invest lots of time and resources, most potential deals never reach the finish line. With decades of experience working with wealth management firms, FN’s management team understands the unique perspectives of both buyers and sellers.
We use our experience to assist acquirers prepare proposals that are attractive to all parties in ways that go beyond mere economics, substantially increasing the likelihood of succeess.
More than Just Financing
FN provides much more than just financing – we will be your guide through every step of the transaction process. We will assist with designing a competitive bid, conducting due diligence, negotiating transaction terms and implementing a comprehensive post-closing integration plan.
An Opportunity to Address Multiple Issues
Our acquisition financing structures can be customized to simultaneously solve a variety of internal issues including broadening equity ownership, addressing succession planning matters and providing liquidity for current shareholders.