M&A Advisory & Strategic Consulting to the Wealth Management Industry

M&A Advisory & Strategic Consulting to the Wealth Management IndustryM&A Advisory & Strategic Consulting to the Wealth Management IndustryM&A Advisory & Strategic Consulting to the Wealth Management IndustryM&A Advisory & Strategic Consulting to the Wealth Management Industry

M&A Advisory & Strategic Consulting to the Wealth Management Industry

Services

Valuation

Strategic Consulting

Indication of Value

Contributors and Detractors of Value

Valuation Roll-Forward

Strategic Consulting

Business Planning & Budgeting

Compensation Plan Design

Sale Preparation

Buy-Side M&A

Sell-Side M&A

Advisor Tuck-Ins

Bolt-On Acquisitions

Merger Opportunities

Sell-Side M&A

Internal Transaction Structuring

Sale of Majority Interest

Sale of Minority Interest

At Chandler Street Partners, we serve Wealth Management Professionals by helping to understand, grow, and realize enterprise value

Who do we work with?

Chandler Street Partners brings a wealth of experience in working with RIAs and independent wealth teams who are affiliated with IBD platforms. Our target clientele generally have anywhere from 1 to 20 advisors and $100mm to $2bn in AUM.

Why work with Chandler Street Partners?

Selling your business or acquiring a practice is a big decision. With Chandler Street, you are working with an advisor who has been on the other side of the table and can guide you confidently through the full deal life-cycle.

We fit the process to the client and adjust our services to get them the best possible outcome. We are cost aware and seek to generate multiples of value relative to any fees charged to our clients.

Chandler Street Partners LLC

jack@chandlerstreetpartners.com | (903) 952-8342

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