We are a recognized leader in raising capital for financial services firms, including asset managers, wealth managers, mutual fund sponsors, FinTech companies, securities brokers, hybrid broker-dealers/investment advisors and bank trust departments.  We have strong relationships with many of the private equity and venture capital firms that invest in the financial services industry.  Uses of the capital include inter-generational succession, monetizing some or all of the firm for its owners, acquisitions, liftouts, management buy-outs, product development and expanded distribution capabilities.