Synchronized M&A Solutions

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Who We Are

SkyView is focused exclusively on the investment banking and financing needs of independent and registered investment advisors. We provide financial advisors with guidance and capital for practice succession, acquisition, merger, and debt restructuring.

Historically, bank financing for mergers and acquisitions for financial advisory practices was very limited due to nominal tangible assets. SkyView's team of wealth management industry veterans, provides an efficient quantitative and qualitative underwriting process that facilitates securing customized investment banking and financing solutions.

In a collaborative effort with financial advisors, our team provides sellers with immediate liquidity at attractive valuations and buyers with requisite M&A guidance  to propel your advisory practice to the next level.

$ 1.5+ billion
Originations
$ 250+ million
Funded
SOC 2 Type II
Report

Recent Closings

Skyview Partners Closes
$8,888,000
Connecticut IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$5,657,000
Ohio IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$8,355,000
Texas IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$5,000,000
California RIA
SBA | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$4,710,000
California RIA
SBA Commercial Real Estate | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$4,640,000
Illinois IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$4,538,451
Wisconsin RIA
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$4,446,000
Massachusetts RIA
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$4,192,000
Illinois IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$4,175,000
Ohio IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$4,088,000
Georgia IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$3,805,000
California RIA
SBA | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$3,385,000
California IBD/RIA hybrid
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$3,366,000
Massachusetts IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$3,360,000
Texas RIA
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$2,908,000
Pennsylvania IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$2,795,000
Washington IBD
SBA | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$2,714,000
North Carolina IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$2,540,000
Virginia IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$2,500,000
Minnesota IBD/RIA hybrid
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$2,474,520
Minnesota RIA
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$2,465,000
Texas RIA
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$2,375,000
Pennsylvania RIA
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$2,150,000
Ohio RIA
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$2,125,000
North Carolina IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$2,023,000
Ohio RIA/OSJ
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$1,925,000
Washington IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$1,880,000
California IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$1,875,000
Georgia IBD/RIA hybrid
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$1,810,000
South Carolina IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$1,775,000
California IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$1,725,000
Minnesota IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$1,600,000
New York IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$1,560,000
Connecticut IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$1,382,000
Alabama IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$1,375,000
Montana IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$1,375,000
Montana IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$1,322,000
California IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$1,310,000
Colorado IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$1,195,000
Pennzlvania IBD/RIA hybrid
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$912,000
Nevada RIA
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$900,000
New Hampshire RIA
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$870,000
California RIA
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$835,000
Virginia IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$830,000
California IBD/RIA hybrid
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$810,000
California IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$790,000
New Jersey IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$679,000
North Carolina IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Skyview Partners Closes
$675,000
Montana IBD
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
Synchronized M&A Solutions
Listing
Investment Banking
Financing

SkyView offers integrated listing, investment banking and financing solutions.

Acquisition

Our Managing Directors' experience in the financial services industry equips SkyView Partners to assist you through the delicate nuances of an acquisition.

Today, there are 50 buyers for every seller; however, there are only 5 advisors who are actually prepared to acquire another practice for every seller. SkyView Partners can help you prepare for a lucrative practice acquisition strategy while providing prompt liquidity to sellers.

SkyView Partners’ industry experience can help prepare you for an acquisition strategy or practice sale.

Debt Restructure

Advisors have sought SkyView to restructure existing loans at more favorable rates, terms and conditions from our network of RIA lenders. Advisors also engage SkyView to refinance their RIA SBA loans into non-SBA (conventional) loans. This enables our borrowers to:

  • Fix rates
  • Remove all liens against their homes and other personal property
  • Reduce monthly payments

Additionally, advisors utilize SkyView Partners to refinance outstanding seller notes for a myriad of reasons, including lowering monthly payments and accelerating liquidity for specific sellers.

Mergers

SkyView’s experience when both advisors remain in one practice can help mitigate common hurdles in practice mergers.

RIA practice mergers involve two separate practices merging into a single entity. Merger transactions benefit from relying on the cash flow and enterprise value from both practices to bolster key credit metrics required for financing. Mergers yield minimal client conversion concerns, but melding two corporate philosophies into one organization adds complexity.

SkyView's financial services industry experience can educate you on navigating the nuances of a successful merger.

Succession Planning

SkyView Partners specializes in providing immediate liquidity to senior advisors at attractive market valuations.

With over 100,000 advisors set to retire and increased regulatory burden, succession planning has accelerated dramatically. Senior advisors may have very different plans: If your succession plan includes sale of all, part, or multiple tranches of the practice over time, we can help.

SkyView Partners’ financial services industry expertise can prepare you for financing the legacy of your practice with liquidity over a time period tailored to your needs.

The SkyView Process

In a well-defined process, our investment banking and credit personnel deliver customized M&A transactions and financing, with simplicity, independence, wealth management industry expertise, and personal service.

Skyview Partners empolyee in staff meeting

Efficiency

Our wealth management industry-specific experience in mergers, acquisitions, successions, partial sales and a myriad of hybrid transactions can facilitate your M&A initiatives.

Our conventional (non-SBA) approach to wealth management lending offers a more dynamic alternative to the confusing, time consuming, and cumbersome SBA underwriting process. SkyView provides a collaborative and seamless process that enables banks to lend to advisors with expediency and efficiency. On average, we require 80% less documentation (tax returns, personal financial statements, etc.) from our borrowers than current industry averages,

 SkyView provides efficiency around your M&A initiative with a responsive investment banking team, term sheets in under two weeks, and funding in as little as 30 – 45 days.

Skyview Partners empoyee working at computer

Experience

Our multi-disciplined team of credit analysts, attorneys, and investment bankers has over 130 years of combined experience in the wealth management and banking industries. This expertise enables our investment bankers and credit analysts to collaboratively structure transactions that proceed to close with higher success and increased efficiency and fairness prior to submitting your financing request to our national network of regional and community banks. As a result, saving time streamlines the M&A process and increases the likelihood of closing and closing on time.

Skyview Partners Staff Meeting

Independence

As an alternative to receiving a quote on rates and terms from one bank, SkyView Partners underwrites your capital request and submits your financing application to our network of progressive lenders via our Lender Marketplace. Our Team recognizes the unique needs of each M&A transaction in conjunction with insight into our banks’ varying credit policies; as a result, SkyView can help match each borrower with the bank best suited for their near and long term M&A financing strategy.

Skyview Partners employees talking in hallway

Service

Our leadership in the wealth management industry is evidenced in our customer experience by:

  • Acting in the best interests of our clients
  • Providing complete transparency around fees
  • Timely, accurate service

Ultimately, SkyView strives to offer a customer service experience commensurate with that delivered by our financial advisors to their clients every day.

Your career goals require capital.