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Meet Your Matches

We’ve found some great matches for you. Click below to view your matches and start connecting.

1st
Strong

[Name]

Added to intro request
Added to intro request
Add to Intro List
Add to Intro List

General Alignment

Strong
[Name]
[Name]
description
[Data]
Emphasis on Financial Planning
[Data]
Investment Philosophy & Implementation
[Data]
Client Segmentation & Focus
[Data]
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View Buyer

Fundamentals

Strong
[Name]
[Name]
SELLER FEE MODEL
[Data]
Buyer Fee model
[Data]
FEE MODEL RATIONALE
[Data]
Seller Custodians
[Data]
Buyer Custodians
[Data]
CUSTODIAN NOTES
[Data]
SELLER GEOGRAPHIC MATCH
[Data]
buyer Geographic Match
[Data]
GEOGRAPHIC RATIONALE
[Data]
Seller's Revenue Size
[Data]
Buyer's Preferred Revenue Size
[Data]
REVENUE SIZE RATIONALE
[Data]
Structural ie (llc, c corp etc) and/or Conditions
[Data]
Structural ie (llc, c corp etc) and/or Conditions
[Data]
Structural ie Rationale
[Data]
Compliance
[Data]
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View Buyer

Deal Needs & Objectives

Strong
[Name]
[Name]
SELLER ACQUISITION PREFERENCE
[Data]
BUYER ACQUISITION MODEL(S)
[Data]
ACQUISITION TYPE NOTES
[Data]
Seller Cash range
[Data]
buyer Cash range
[Data]
CASH RANGE NOTES
[Data]
seller Equity range
[Data]
buyer Equity range
[Data]
EQUITY RANGE NOTES
[Data]
Seller Earnout Preference
[Data]
Buyer Earnout Availability
[Data]
description
[Data]
Share Ongoing Economics
[Data]
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View Buyer

Partnership Preferences

Strong
[Name]
[Name]
SELLER SUCCESSION NEEDS [GEN 2]
[Data]
BUYER SUCCESSION RESOURCES [GEN 2]
[Data]
SUCCESSION PLANNING [GEN 2] RATIONALE
[Data]
SELLER'S PREFERENCE TO CHANGE HOW THEY WORK
[Data]
HOW BUYER CAN HELP CHANGE HOW THEY WORK
[Data]
CHANGING HOW THEY WORK RATIONALE
[Data]
SELLER'S EXPANSION OF SERVICES & CAPABILITIES PREFERENCES
[Data]
BUYER'S EXPANSION OF SERVICES & CAPABILITIES
[Data]
EXPANSION OF SERVICES & CAPABILITIES RATIONALE
[Data]
Investment platform enhancements
[Data]
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View Buyer

Points of Alignment

Strong
[Name]
[Name]
SELLER INVESTMENT MANAGEMENT AUTONOMY NEEDS
[Data]
BUYER INVESTMENT MANAGEMENT AUTONOMY REQUIREMENTS
[Data]
INVESTMENT MANAGEMENT AUTONOMY RATIONALE
[Data]
SELLER BRAND ADOPTION NEEDS
[Data]
BUYER BRAND ADOPTION POSITION
[Data]
BRAND ADOPTION RATIONALE
[Data]
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View Buyer

Organic Growth Profile

Strong
[Name]
[Name]
 ORGANIC GROWTH RATIONALE
[Data]
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View Buyer

Unique Attributes

Strong
[Name]
[Name]
UNIQUE ATTRIBUTES RATIONALE
[Data]
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View Buyer
1
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Savant Wealth Management
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