Our primary objective is to find a partner that provides a seamless transition for our clients while offering the scale and resources necessary for continued growth. We are open to discussing various deal structures that ensure the long-term success of the practice and its legacy. We are an independent, boutique Registered Investment Advisor (RIA) managing $535 million in Assets Under Management (AUM). Our practice is lean and highly productive, generating $4.8 million in trailing 12-month revenue with a dedicated team of just two advisors. We have built a "white-glove" service model that prioritizes deep client relationships and high-net-worth engagement. Our firm is currently seeking a strategic partner or successor who values operational efficiency and is committed to maintaining the high standard of care our clients expect.

Seeking to sell SEC registered, fee-only RIA. Founder will stay on for a transitional period. Twenty year firm with long-term clients, multi-generational relationships.

Meraki Private Equity acquires minority equity stakes in independent financial service practices, with a focus on hybrid RIAs and fee-based advisory firms. We structure transactions as long-term equity partnerships rather than conventional buyouts: advisors retain full operational control, receive competitive EBITDA-based valuations, and gain access to Meraki's platform resources, compliance infrastructure, and strategic capital without giving up independence or client relationships. In addition to direct partner acquisitions, we are actively seeking tuck-in asset purchases on behalf of our existing partner network, providing a structured succession path for advisors approaching retirement or seeking an efficient transition. We are flexible on deal type and structure, and welcome conversations across a broad range of transaction sizes and firm profiles. Ideal candidates demonstrate recurring revenue, a clean compliance profile, and a practice oriented toward continued growth. We are well-capitalized and move decisively from initial conversation to a LOI.

Meraki Private Equity acquires minority equity stakes in independent financial service practices, with a focus on hybrid RIAs and fee-based advisory firms. We structure transactions as long-term equity partnerships rather than conventional buyouts: advisors retain full operational control, receive competitive EBITDA-based valuations, and gain access to Meraki's platform resources, compliance infrastructure, and strategic capital without giving up independence or client relationships. In addition to direct partner acquisitions, we are actively seeking tuck-in asset purchases on behalf of our existing partner network, providing a structured succession path for advisors approaching retirement or seeking an efficient transition. We are flexible on deal type and structure, and welcome conversations across a broad range of transaction sizes and firm profiles. Ideal candidates demonstrate recurring revenue, a clean compliance profile, and a practice oriented toward continued growth. We are well-capitalized and move decisively from initial conversation to a LOI.

Meraki Private Equity acquires minority equity stakes in independent financial service practices, with a focus on hybrid RIAs and fee-based advisory firms. We structure transactions as long-term equity partnerships rather than conventional buyouts: advisors retain full operational control, receive competitive EBITDA-based valuations, and gain access to Meraki's platform resources, compliance infrastructure, and strategic capital without giving up independence or client relationships. In addition to direct partner acquisitions, we are actively seeking tuck-in asset purchases on behalf of our existing partner network, providing a structured succession path for advisors approaching retirement or seeking an efficient transition. We are flexible on deal type and structure, and welcome conversations across a broad range of transaction sizes and firm profiles. Ideal candidates demonstrate recurring revenue, a clean compliance profile, and a practice oriented toward continued growth. We are well-capitalized and move decisively from initial conversation to a LOI.

I am an RIA in NJ who wants to sell his practice and retire. It's well known sellers can get offers at higher multiples the higher the AUM.  Presently I have about $100 mm which only garners a 3X gross revenue multiple.  Above $250 mm and $500 mm, firms can receive offers of 4X and 5X respectively. I would like to find 2 or 3 other firms with principals who also want to retire, The objective would be to merge our practices, sell the larger entity and retire. If interested in discussing a merger, please contact me. Thank you.

We are a Fee-Only Registered Investment Advisory firm in Baton Rouge, LA with most of our clients residing in the Baton Rouge area, however, we do have clients in Texas, Mississippi, Alabama, Georgia and Florida. Our investment focus has always been safe income production using fixed income products or alternative fixed income products. The ideal buyer for this RIA would be a firm with a well-established local presence and a similar service offering, including the ability to build portfolios consisting of individual securities, ETFs, and mutual funds. The preferred buyer is a fee-only RIA with a high-touch service model that uses Schwab as their primary custodian.

We are a Fee-Only Registered Investment Advisory firm in Baton Rouge, LA with most of our clients residing in the Baton Rouge area, however, we do have clients in Texas, Mississippi, Alabama, Georgia and Florida. Our investment focus has always been safe income production using fixed income products or alternative fixed income products. The ideal buyer for this RIA would be a firm with a well-established local presence and a similar service offering, including the ability to build portfolios consisting of individual securities, ETFs, and mutual funds. The preferred buyer is a fee-only RIA with a high-touch service model that uses Schwab as their primary custodian.

A continuity and succession plan. We are a fee-only IRA, very client-focused with continuous financial planning, like cash flow planning, tax planning, estate planning, and other planning as necessary. We also manage clients' assets with individual securities and ETFs. We are looking for a good match.