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. 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.
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.