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M&A Advisory · Asia Pacific · USA
Lyndon Advisory

wealth management

3 items tagged “wealth management”.

United StatesJun 28, 20267 min read

Financial Services M&A in the United States

Selling a US financial services firm? Lyndon covers RIA, insurance, fintech M&A — 2.5% success fee capped at US$750,000, NY-based advisor.

Financial ServicesJun 28, 202610 min read

Financial Services M&A Advisory

Financial services M&A: valuations, buyers, and deal process for wealth managers, insurance brokers, fintechs, and payment businesses worldwide.

Financial ServicesApr 2, 202611 min read

How to Sell a Financial Services Business

Selling a financial services business requires specialist advisory. Learn how wealth managers, insurers, fund managers and fintechs are valued, who the buyers are, and how to run a sale process.