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