We source acquisition targets, run outbound, and book qualified conversations with advisors and practices that match your criteria — so your inorganic growth motion is systematic, not opportunistic.
The RIA M&A Market Right Now
Starting at $12,500/mo·Target sourcing + outbound·12-month engagement
Get pricing details →The largest wave of advisor retirements in history is underway. Trillions in AUM will change hands this decade — and most sellers don't have a plan.
In assets controlled by advisors retiring in the next decade
Of financial advisors expected to retire within 10 years
M&A deals closed in 2025 — a record-breaking year
Of advisors have no formal succession plan in place
A systematic, repeatable approach to sourcing acquisition targets and booking conversations — so you're never relying on luck or word-of-mouth.
We define your acquisition criteria — ideal practice size, geography, client demographics, and deal profile. Then we build your target universe from 26,000+ registered RIA firms.
We enrich target data, verify contacts, and launch personalized outbound — email sequences, LinkedIn, and direct mail tailored to each segment of your target list.
Responses come in. We qualify interested targets against your scorecard, nurture early-stage prospects, and hand off warm conversations when timing aligns.
We refine targeting and messaging based on what converts. New segments, A/B tests, and fresh lists keep your pipeline full as you close deals on your end.
We handle target identification, outbound, and conversation creation — you handle the relationships and the deals.
We build and maintain a proprietary database of acquisition targets in your geography and AUM range — using SEC filings, industry databases, and advisor demographics to surface the right firms.
Personalized, multi-channel outreach across email, LinkedIn, and direct mail — designed to open conversations, not pitch deals. Trust-building messaging crafted for each target.
Every responding target is scored against your acquisition criteria — practice size, client demographics, growth trajectory, cultural fit, and readiness to engage.
Full CRM tracking of every target through your sourcing funnel. Monthly reporting on outreach volume, response rates, conversations booked, and pipeline health.
We develop and A/B test your outbound messaging — plus provide calling scripts and playbooks so your team can follow up with warm targets by phone.
Quarterly briefings on deal flow trends, valuation multiples, competitive landscape, and emerging opportunities in your target market.
This is a focused service. We want to be honest about what it is and what it isn't — so you can decide quickly if it's the right fit.
Six reasons why the next 3–5 years represent the greatest acquisition opportunity in wealth management history.
37% of financial advisors will retire this decade. 44% have no succession plan. The supply of practices for sale has never been higher — and it's accelerating.
Private equity backed 88% of RIA deals in 2025, but they're moving upmarket. Deals under $500M AUM saw PE interest drop from 50% to 32%. That's your lane.
88% of selling advisors prioritize personality over economics. Independent buyers who lead with relationships win deals that PE firms can't — at better valuations.
The largest generational wealth transfer in history is underway. Acquire practices now, modernize the client experience, and retain assets that competitors will lose.
466 deals closed in 2025 — but by 22 fewer buyers than the year before. The firms with systematic sourcing are consolidating the market. The rest are watching.
In Q1 2026 alone, 93 deals closed — one every business day. Each practice that sells is one less opportunity in your pipeline. Momentum compounds; inaction costs.
Adjust the inputs to match your growth targets. See how systematic sourcing compounds into deal flow and revenue.
Conversion Assumptions
How your outreach converts into closed deals over 12 months
Revenue is yours. We source the conversations.
Build Your Pipeline* Projections are illustrative. Conversion rates are based on industry benchmarks for RIA acquisition outbound. Close rates and deal outcomes depend on your team, thesis, and market. We source targets and book conversations — you own the relationship, negotiation, and close.
A fraction of the cost of hiring in-house — with a team that's already closed hundreds of advisor introductions.
12-month engagement with opt-out at month 6. You handle the deals — we handle the pipeline.
Everything included:
No commitment — let's discuss whether this is the right fit for your growth goals.
Common questions about our acquisition sourcing service
Let's talk about your acquisition thesis, target profile, and whether this is the right fit.