There are two ways for RIA’s to grow: build it or buy it.
PNC knows the market inside and out. We help RIA’s to identify and acquire high-performing advisors with proven AUM, so you can grow your firm – and build your book – fast and efficiently.
Before the Deal
Pre-Acquisition: Valuing Your Targets
Business Modeling
A successful rollup begins with an honest assessment of your firm’s goals. From there, we help you map our your objectives and AUM targets; set target metrics, including the number of clients and advisors you want to bring on; and the selection of the right business model.
Internal Evaluation
Before we can target new advisors, we first need to inventory your own advantages and assets. So we take a deep dive into what you have in house. This includes an evaluation of your current resources; an assessment of your capacity for new clients and advisors; and the determination of the best acquisition strategy.
Target Due Diligence
Next, we help you identify the best targets that fit your business model. We examine your target advisors’ AUM and book value; their financials, including revenues, fees and products sold; and who on their team should come with you – and who should stay behind.
Valuation Analysis
Finally, we dig into their financials, so that we can assign a fair value to their book and set a baseline for pricing & negotiations. We determine the value of your targets’ book of business; value of their additional assets; and the combination of cash vs. equity needed to acquire them.
Before the Deal
Pre-Acquisition: Valuing Your Targets
Business Modeling
A successful rollup begins with an honest assessment of your firm’s goals. From there, we help you map our your objectives and AUM targets; set target metrics, including the number of clients and advisors you want to bring on; and the selection of the right business model.
Internal Evaluation
Before we can target new advisors, we first need to inventory your own advantages and assets. So we take a deep dive into what you have in house. This includes an evaluation of your current resources; an assessment of your capacity for new clients and advisors; and the determination of the best acquisition strategy.
Target Due Diligence
Next, we help you identify the best targets that fit your business model. We examine your target advisors’ AUM and book value; their financials, including revenues, fees and products sold; and who on their team should come with you – and who should stay behind.
Valuation Analysis
Finally, we dig into their financials, so that we can assign a fair value to their book and set a baseline for pricing & negotiations. We determine the value of your targets’ book of business; value of their additional assets; and the combination of cash vs. equity needed to acquire them.
Post-Deal Services
Post-Acquisition: Executing the Deal
RIA's Grow Faster With PNC
“Before working with PNC, I paid hundreds of thousands for advisors who lied about their book. Pat got me out of those contracts and helped me acquire advisors with real assets – while also protecting my downside.
Michael M, President
“When we met PNC, we had just acquired another firm – and things were a mess. They stepped in and handled the transition flawlessly. They transitioned all the new clients, handled our broker-dealer setup and merged all the accounting back office systems. We couldn’t have pulled it off without them.”
Samantha J, Director
Todd R, Managing Director
Grow Your Firm Faster Than You ever thought possible
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