Merger & Acquisition Services

Work with Elite to Put Together the Deal You Deserve

Merger & Acquisition Services

At Elite Consulting Partners we offer merger & acquisition services, working with small, medium, and large Broker-Dealers looking to acquire new partners every year. Whether you are the owner of a Broker-Dealer/RIA looking to sell or the owner of a Broker-Dealer/RIA looking to acquire, we are your resource to help achieve your goals.

Our value-add is based upon our deep understanding of and relationships within the financial services industry, consisting of: captive and independent financial advisory firms, complex managers, regional managers, branch managers, support staff, compliance, in-house recruiting departments, and OSJs/Super OSJs.

Working as your partner, we believe we can help you achieve your short-term and long-term merger & acquisition goals.

Contact us today to learn more about how we can help you.

Our team is committed to meeting your needs and delivering the results you deserve and expect from a consulting firm.