Advisory
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.
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.
Featured Transactions
Restructuring Advisory
2023
Exclusive Restructuring AdvisorAdvised
On its sale to
2023
Exclusive Sell-Side AdvisorAdvised
On its acquisition of
2023
Exclusive Buy-Side M&A AdvisorAdvised
On its acquisition of
2023
Exclusive Buy-side M&A AdvisorAdvised
On its acquisition of
2022
Exclusive Buy-side M&A AdvisorAdvised
On its acquisition of
2022
Exclusive Buy-Side M&A AdvisorValuation Advisory
2022
Exclusive Valuation AdvisorValuation Advisory
2022
Exclusive Valuation AdvisorAdvised
On the merger with
2021
Exclusive Sell-Side M&A AdvisorValuation Advisory
2021
Exclusive Valuation AdvisorValuation Advisory
2021
Exclusive Valuation AdvisorAdvised
On its acquisition of
2021
Exclusive Buy-side M&A AdvisorAdvised
On its acquisition of
2021
Exclusive Buy-side M&A AdvisorAbout Dynasty Investment Bank
- 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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