Services

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 transaction 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.

Why Diamond Consultants?

When Mindy Diamond launched Diamond Consultants in 1998, her goal was to provide an experience unlike that of any other recruiting and consulting firm in the wealth management space. More than two decades later, that same approach – disciplined, strategic and thoughtful – is applied to address the growing needs of independent firm owners and their goals of achieving scale, solving for succession, accelerating growth, increasing capacity and enhancing enterprise value.

• We believe in a strategic and efficient deal-making process, streamlining what can often be difficult and time-consuming, and ensuring you only engage with the right firms from the start.
• We have an unmatched network of buyers and merger partners, including hundreds of RIAs across the country, aggregators, strategic investors, national rollups, family offices, private equity firms, broker dealers, banks and CPA firms.
• We have a track record of success—having transacted over $250 billion in assets since 2005.

Plus, unlike other transaction 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.

→ Shepherd the right deal to completion.