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. We maintain a deep pipeline of buyers and sellers, each looking for the right next step. It’s our job to help these buyers and sellers come together in a transaction that is successful for both parties.
Whether you’re the owner of small, medium, or larger broker-dealer looking to remove the compliance headaches of FINRA/SEC oversight and roll-up into an broker-dealer, or an RIA looking for better scale by affiliating with a larger RIA 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.