Dynasty Investment Banking

Expertise. Reputation. Commitment.

We are a leading investment bank specializing in the wealth and investment management industry that provides full-service M&A advisory services and capital.

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Advisory

Investment banking and private equity professionals

The Dynasty Investment Banking team is comprised of Wall Street investment banking and private equity professionals that have collectively advised on over $25 billion in transaction value across dozens of advisory mandates.

Advisory services include:

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Acquisition, sale, and divestiture advisory services

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Strategic engagements including recapitalization, valuation and succession planning

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Extensive financial analysis, due diligence, and negotiation support

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Strategic RIA search and placement services

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Comprehensive and proven M&A transition and integration teams

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Select Wealth Management Transactions

Capital

Capital solutions

Access flexible and tailored capital products spanning the capital structure from debt to equity.

Capital services include:

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Traditional Credit

Flexible structure and covenant-lite terms.

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Revenue Participation Interest (RPI)

Monetizes revenue in exchange for capital.

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Minority Equity

Non-controlling, passive common equity with limited governance terms.

Contact Us

200 Central Avenue, 15th floor
St. Petersburg, Florida 33701
IB@dynastyfp.com

Dynasty Securities LLC (“Dynasty IB”), a subsidiary of Dynasty Financial Partners LLC, provides financial advice on mergers, acquisitions, financial restructurings and similar corporate finance matters, engages in the private placement of securities and conducts underwriting activities. Dynasty IB is a registered broker-dealer (FINRA BrokerCheck) with the United States Securities and Exchange Commission and is a member of the Financial Industry Regulatory Authority, Inc. (www.finra.org) and the Securities Investor Protection Corporation (www.sipc.org).