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M&A Advisory · Asia Pacific
Lyndon Advisory
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wealth management

3 articles with this tag.

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United States

Financial Services M&A in the United States

Selling a US financial services firm? Lyndon covers RIA, insurance, fintech M&A — 2% fee capped at US$300K, NY-based senior advisor, no retainer.

7 min read
United Statesfinancial servicesfintech
Financial Services

Financial Services M&A Advisory

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

9 min read
financial servicesM&Afintech
Financial Services

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.

10 min read
M&Afinancial serviceswealth management