Experienced business professional seeking to acquire a financial advisory or wealth management firm with a strong reputation for client service and stable recurring revenue. Partnered with an established financial advisor who brings deep industry expertise in operations, compliance, and client relat…
Experienced business professional seeking to acquire a financial advisory or wealth management firm with a strong reputation for client service and stable recurring revenue. Partnered with an established financial advisor who brings deep industry expertise in operations, compliance, and client relationship management.
We are focused on long-term growth and continuity, prioritizing firms with loyal client bases, steady cash flow, and opportunities for strategic expansion. Our approach values seamless transitions, cultural fit, and maintaining the legacy and client trust built by current ownership.
Target size: firms generating $2M–$10M in revenue with healthy margins.
Location preference: Northeast U.S., but open to other regions for the right opportunity.
Funding: pre-qualified with capital available for the right acquisition.
Team (1)
Sectors T Boller Ventures serves:
Business Services
Consumer Goods
Technology
Industrials
Materials
Retail
Energy & Utilities
Distribution
Financial Services
Manufacturing
Media
Real Estate
Health Care
Life Sciences
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