Strategic M&A and advisory services

Merger and acquisition transactions include the sale or purchase of all, a majority, or a minority interest in a firm and can take the form of a strategic sale or recapitalization. We support deal structuring, financial analysis, valuation, and negotiations for advisor recruitment deals.

Investment Bank Advisory

Unlock our experience and insights to meet your strategic needs

As our client’s intermediary and advocate with potential buyers and sellers, we are known for representing quality firms and their teams. Our investment bankers are knowledgeable and experienced and have deep relationships with strategic and financial buyers.

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Sell-side advisory

Provide advisory services to support sales, mergers, capital raising, and divestiture transactions. We tailor each process to specific client objectives, with confidentiality always the highest priority.

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Buy-side advisory

Support firm acquisitions and advisor recruitment transactions. As a benefit to our clients, our partnership with Dynasty Financial Partners gives us insights into potential acquisition targets and related integration execution.

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Strategic advisory engagements

Offer bespoke assignments advising on strategic alternatives review, valuation, succession planning, or recapitalization analysis.

Featured Transactions

About Dynasty Investment Bank


in transaction value advised1


years of cumulative investment banking experience2


Dynasty advised M&A deals since 20183

  • 1 Includes announced transactions at prior employers
  • 2 Represents experience of Dynasty Financial Partners employees
  • 3 Represents transactions and advisor recruitments

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