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Concerned About Losing Your Brand?

June 1, 2022

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Recent Posts

The Internal Vs External Succession Debate
July 13, 2022
The Tony Sirianni Podcast | A Conversation with Allen Darby, Chief Executive Officer at Alaris Acquisitions, LLC
July 12, 2022
RIA Edge Podcast: The RIA M&A 2022 Mid-Year Outlook
June 28, 2022

The name of our firm means “Wingman”, and that’s precisely what we are for both buyers and sellers in the financial services industry. We help our clients (buyers) identify acquisition candidates that match their ideal profile. We help sellers navigate the complex decision making process of deciding to transact with a third party.

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