Articles

October 13, 2020

SkyView Adds Investment Bank and Broker/Dealer, Becoming One-Stop M&A Shop

SkyView, the Minneapolis provider of bank financing to RIAs that also runs a list of firms for sale, added an investment bank Monday. WealthMangement.com - Scott Wetzel’s SkyView Partners…

October 13, 2020

SkyView acquires broker-dealer to add investment banking services

The RIA lending firm has purchased Los Angeles-based Grand Avenue Capital Partners. SkyView Partners, a specialty lending firm for RIAs looking to buy and sell practices, is making a bid to become a…

October 12, 2020

SkyView Acquires Broker-Dealer to Start New Investment Bank to RIAs

Valuations are low and the seller experience needs to be improved. For two years, SkyView, a specialty lender to RIAs in need of cash for mergers, acquisitions, and succession plans, was searching for…

September 23, 2020

White Paper - Joe Biden: The Tax Man Cometh

Click Here to Download the White Paper

September 22, 2020

Podcast: How to Grow Your Financial Advisory Business by Acquiring Another Advisor’s Practice

Scott Danner, CEO of Freedom Street Partners shares what he has learned by acquiring the businesses of several financial advisors over the years. Scott also explains how working with Aaron Hasler and…

September 14, 2020

Podcast: A Behind the Scenes Look at the Creation of the RIA Lending Market

Only a few short years ago it was almost unheard of for a bank to lend RIAs and financial advisors money for business acquisitions, expansion, or any of the other use of capital needs that most…