SERVICES
Sell-Side M&A Advisory
Gain access to a vast universe of opportunity—Free of exclusive engagements, retainers, or fees.
It’s no wonder the M&A market is set for another record year as owners continue to explore how partnering with another firm could help solve for growth and succession in this changing environment.
Yet maneuvering through the complex process of deciding whether or not the time is right to consider a sale or merger, finding the right M&A partner in a vast “universe of opportunity” and negotiating the best possible deal requires connecting with someone who is vested in your interests. That is, an experienced consultant who will help put you on a level playing field with some of the most sophisticated and accomplished acquirers in the industry.
That’s where Diamond Consultants comes in. We are a national advisory firm that works with RIAs and independent practices – including wealth managers, institutional consultants, retirement plan consultants and investment managers – that are seeking to sell, merge, take on a minority capital partner, or secure debt financing.
Who We Serve
Local RIAs
Broker Dealers
Aggregators
Family Offices
Strategic Investors
National Rollups
Private Equity Firms
CPA Firms
Banks
Unlike other advisory firms in the space, our services are paid by the buyer, and there are no retainer fees or exclusive engagements—allowing RIA firms to explore the M&A market without obligation or cost.
We work with you to:
Evaluate your organization’s readiness for acquisition through our proprietary strategic readiness assessment.
Think through the M&A process from start to finish.
Identify, target and contact acquisition partners based on our detailed understanding of your needs.
Provide intelligence on competitors, deal structure and comparable transactions.
Objectively compare and contrast the options.
Negotiate the best possible structure and shepherd the right deal to completion