Dynasty Investment Banking
Expertise. Reputation. Commitment.
Dynasty’s investment bank specializes in providing M&A advisory services and capital to the wealth and investment management industry.
Investment Banking Services
Dynasty provides its clients with M&A and strategic advice to the wealth and investment management industry. As a specialist Investment Bank, our deep market knowledge and relationships empower us to deliver strong execution and service to our clients. Our experienced team is fully engaged throughout every assignment to support our client’s strategic goals.
About Dynasty Investment Bank
- 1 Includes announced transactions at prior employers
- 2 Represents experience of Dynasty Financial Partners employees
- 3 Represents transactions and advisor recruitments
Dynasty Investment Banking Team
Dynasty Investment Bank is a business division of Dynasty Financial Partners LLC (“Dynasty”) and functions through Dynasty or its wholly owned subsidiary Dynasty Securities LLC (“Dynasty Securities”) in instances where a broker-dealer is required. Dynasty Securities is a U.S. registered broker-dealer, member of FINRA and SIPC. The products and services referenced herein may be available through other broker-dealers or banks and non-bank affiliates of major investment firms that Dynasty, or through its affiliate Dynasty Securities has entered into revenue sharing arrangements with. Securities offered through Dynasty Securities, Member FINRA / SIPC. For further information see https://brokercheck.finra.org/.