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An owner whose business is strong but too small to attract the buyers it deserves.
INDUSTRIES
Financial Services
Many of the businesses we work with are built around one principal and one book. They are profitable and respected, and they are sub-scale for the capital that would value them properly. Assembled into a platform, the same businesses are priced on a different multiple entirely.
The owner usually knows this and has no clean path to it. Selling alone undervalues the business. Building the platform requires capital, structure, and a counterparty who has run the process before.
We consolidate sub-scale financial-services businesses into platforms institutional capital will price. We act on sell-side and buy-and-build alike.
We consolidate sub-scale financial-services businesses into platforms institutional capital will price. We act on sell-side and buy-and-build alike.
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Where we engage
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Sell-side processes into larger, better-structured platforms
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Buy-and-build acquiring several sub-scale operators in one discipline
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Capital partners for businesses that need scale to be priced properly
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Structuring of advisory, brokerage, asset-management, and lending businesses for transaction
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Cross-border arrangements where the book and the buyer sit in different jurisdictions
Typical situations
Typical Situations
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Several sub-scale operators in one discipline worth materially more assembled.
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A financial-services business that needs a capital partner to reach institutional scale.
If this is your position, or that of a client, it is worth a conversation.