We invest in and consult with financial services firms to grow revenue, expand margins, and increase enterprise value. With more than 55 years of experience in this space, we have supported the growth and expansion of hundreds of firms across the country, including some of the largest RIAs, aggregators, and asset managers. As an investment firm, we are boutique in size and expansive in vision and execution. We’re experts in this field because we have run firms, built firms, grown firms, and sold firms. Now we’re focused on helping independent advisors – and the best-in-class companies that serve them – accelerate growth and realize potential.