If you are an advisor, we work with you at no direct cost. We are compensated by the firm, platform, or broker dealer you join.

While making an introduction to a firm is the least significant part of what we do, for us to work on your behalf and to have a seat at the table as your advocate, guide, and negotiator, we must be the ones to make that introduction.

If you are an independent business owner looking into mergers, acquisitions, or monetizing a minority portion of your equity, we are compensated by the acquiring party.

Plus, based on our understanding of the marketplace, reputation, and comparable transaction experience, we can often negotiate for a more favorable financial outcome on your behalf.