$ 4+ billion
Sourced
$ 900+ million
Funded
SOC 2 Type II
Report

Conventional Commercial Financing Exclusively for Financial Advisors

ACQUISITION DEBT RESTRUCTURE M&A MERGER SUCCESSION

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 from a team of experienced wealth management veterans.

SkyView provides sellers with immediate liquidity at attractive valuations and buyers with capital to acquire to grow their practice.

Recent Closings

SkyView Partners Closes
$1,750,000
Pennsylvania RIA
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
SkyView Partners Closes
$2,570,000
Michigan Hybrid
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
SkyView Partners Closes
$1,391,000
Delaware Hybrid
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
SkyView Partners Closes
$1,158,000
Texas Hybrid
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
SkyView Partners Closes
$10,470,000
Ohio Hybrid
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
SkyView Partners Closes
$32,670,618
Texas RIA
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
SkyView Partners Closes
$2,560,500
Utah RIA
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
SkyView Partners Closes
$7,230,000
Oregon RIA
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
SkyView Partners Closes
$30,335,000
Minnesota RIA
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
SkyView Partners Closes
$3,230,000
Texas RIA
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
SkyView Partners Closes
$2,185,000
Utah Hybrid
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan
SkyView Partners Closes
$1,195,000
California RIA
Conventional (non-SBA) | Fixed Rate | Wealth Management Loan

Propel Your Practice to the Next Level With Synchronized M&A Solutions

Listing

The Advisory Practice Board of Exchange (APBOE) is a financial advisor marketplace to buy and sell wealth management practices. APBOE provides complimentary listing services for RIA sellers and buyers to engage in M&A activity.

Investment Banking

SkyView Investment Bank specializes in providing independent advisory firms and RIAs with investment banking services. Our team of industry experts focuses on sell-side representation for firms seeking a buyer or an equity partner.

Loans

SkyView has facilitated over $800 million in RIA M&A financing since inception. SkyView’s credit team works in conjunction with buyers, sellers, investment bankers and RIA lenders to present financing applications to the banks best suited to fund your M&A transaction.

Your career goals require capital.