Articles
Podcast: Back to Business in 2021! Deal Structure Design: What to Look for in 2021
Scott Wetzel and Aaron Hasler of SkyView Partners join Mike Langford to explore a variety of deal types for RIA and financial advisory business M&A transactions. The gents also share how RIA…
Podcast: Back to Business in 2021! 6 Questions Sellers Want You to Ask and Why Buyers Need to Listen
A common reason M&A transactions can fall apart is that a buyer is not listening to what the seller’s goals and objectives are. Understanding how a seller wants to leave their legacy, transition…
SKYVIEW POSITIONED TO MOVE UPSTREAM IN THE FINANCING MARKETPLACE WITH LAUNCH OF SKYVIEW SYNDICATE™
SkyView Syndicate™ set to better serve the $1B + RIA Marketplace with new focus on financing loans ranging from $9MM to $45MM. WAYZATA, MINNESOTA, USA, January 20, 2021 /EINPresswire.com / -- SkyView…
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…
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…
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…