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.
![Investment Bank Advisory](https://dynastyinvestmentbank.com/wp-content/uploads/2023/08/Investment-Bank-Advisory-Page-1024x664.jpg)
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
Advised
![Abacus Life](https://dynastyinvestmentbank.com/wp-content/uploads/2024/07/abacus-life.jpg)
On its aquistion of
![Carlisle Management Company](https://dynastyinvestmentbank.com/wp-content/uploads/2024/07/carlisle-management.png)
2024
Exclusive Buy-side M&A AdvisorAdvised
![Summit Trail Advisors](https://dynastyinvestmentbank.com/wp-content/uploads/2024/06/Untitled-design-3.png)
On its aquistion of
![The Key Client Group](https://dynastyinvestmentbank.com/wp-content/uploads/2024/06/The-Key-Client-Group.png)
2024
Exclusive Buy-Side M&A AdvisorValuation Advisory
![Towerpoint Wealth](https://dynastyinvestmentbank.com/wp-content/uploads/2024/06/Investment-Bank-Tombstone-images-7.png)
2024
Exclusive Valuation AdvisorAdvised
![Project Elevate](https://dynastyinvestmentbank.com/wp-content/uploads/2024/03/Investment-Bank-Tombstones-1.png)
On Strategic Alternatives Assignment
2024
Exclusive M&A AdvisorValuation Advisory
![The Legacy Financial Group](https://dynastyinvestmentbank.com/wp-content/uploads/2023/03/logo-sm.jpg)
2024
Exclusive Valuation AdvisorValuation Advisory
![Aaron Wealth Advisors](https://dynastyinvestmentbank.com/wp-content/uploads/2023/03/americana-partners.png)
2023
Exclusive Valuation AdvisorRestructuring Advisory
![The Invictus Collective](https://dynastyinvestmentbank.com/wp-content/uploads/2023/07/InvictusCollective_Logo_Stacked_RGB-2-1.png)
2023
Exclusive Restructuring AdvisorAdvised
![Investment Management of Virginia](https://dynastyinvestmentbank.com/wp-content/uploads/2023/03/im-of-va.png)
On its sale to
![Pinnacle Associates Ltd.](https://dynastyinvestmentbank.com/wp-content/uploads/2023/03/pinnacle.png)
2023
Exclusive Sell-Side AdvisorAdvised
![DayMark Wealth Partners](https://dynastyinvestmentbank.com/wp-content/uploads/2023/03/daymark.png)
On its acquisition of
![Project Sandridge](https://dynastyinvestmentbank.com/wp-content/uploads/2023/03/Project-Sandridge.png)
2023
Exclusive Buy-Side M&A AdvisorAdvised
![Americana](https://dynastyinvestmentbank.com/wp-content/uploads/2023/03/Americana-Partners-Logo-1.png)
On its acquisition of
![Project Knight](https://dynastyinvestmentbank.com/wp-content/uploads/2023/03/Project-Knight.png)
2023
Exclusive Buy-side M&A AdvisorAdvised
![Carnegie Wealth Management](https://dynastyinvestmentbank.com/wp-content/uploads/2022/06/carnegie-wealth-management.jpg)
On its acquisition of
![Covered Bridge Advisors](https://dynastyinvestmentbank.com/wp-content/uploads/2022/06/1580245067710.jpeg)
2022
Exclusive Buy-side M&A AdvisorAdvised
![Cyndeo Wealth Partners](https://dynastyinvestmentbank.com/wp-content/uploads/2023/03/cyndeo.png)
On its acquisition of
![Project HC](https://dynastyinvestmentbank.com/wp-content/uploads/2023/03/Project-HC.png)
2022
Exclusive Buy-Side M&A AdvisorValuation Advisory
![The Legacy Financial Group](https://dynastyinvestmentbank.com/wp-content/uploads/2023/03/logo-sm.jpg)
2022
Exclusive Valuation AdvisorValuation Advisory
![Aaron Wealth Advisors](https://dynastyinvestmentbank.com/wp-content/uploads/2023/03/americana-partners.png)
2022
Exclusive Valuation AdvisorAdvised
![Pivotal Planning Group LLC](https://dynastyinvestmentbank.com/wp-content/uploads/2022/06/pivotal-planning-group.jpg)
On the merger with
![Procyon Partners](https://dynastyinvestmentbank.com/wp-content/uploads/2022/06/procyon-partners.jpg)
2021
Exclusive Sell-Side M&A AdvisorValuation Advisory
![The Advisory Group](https://dynastyinvestmentbank.com/wp-content/uploads/2023/03/advisory-group.png)
2021
Exclusive Valuation AdvisorValuation Advisory
![Towerpoint Wealth](https://dynastyinvestmentbank.com/wp-content/uploads/2023/03/towerpoint.png)
2021
Exclusive Valuation AdvisorAdvised
![Americana Partners](https://dynastyinvestmentbank.com/wp-content/uploads/2023/03/Americana-Partners-Logo-1.png)
On its acquisition of
![McMurrey Investment Advisors](https://dynastyinvestmentbank.com/wp-content/uploads/2022/06/mcmurrey-investment-advisors.jpg)
2021
Exclusive Buy-side M&A AdvisorAdvised
![Brandywine Oak](https://dynastyinvestmentbank.com/wp-content/uploads/2023/03/brandywine.png)
On its acquisition of
![Project Quadrini](https://dynastyinvestmentbank.com/wp-content/uploads/2023/03/Project-Quadrini.png)
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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