Articles

January 20, 2021

Will a New Bank Syndicate Help RIAs Challenge Private Equity-Backed Competitors?

SkyView lenders join forces to offer outsized loans to wealth managers. SkyView, a specialty lender to wealth managers in need of cash for mergers, acquisitions, and succession plans, has created a…

January 14, 2021

Podcast: Back to Business in 2021! Buyers Beware: 5 Mistakes to Avoid in Seller Prospecting

In this second episode of the "Back to Business 2021" series Scott Wetzel, Aaron Hasler, and Kara Miller join Mike Langford for an in-depth conversation on how RIAs and independent financial advisors…

January 08, 2021

Podcast: Back to Business in 2021! M&A Kick-Off

Aaron Hasler of SkyView Partners joins Mike Langford to share important trends and expectations for M&A activity within the RIA and independent financial advisor market. Aaron also offers several…

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…