Outstanding Performance > Lifetime Achievement
SkyView Partners is focused exclusively on the financing needs of independent and registered investment advisors. We provide financial advisors with guidance and capital for practice succession, acquisition, merger, and debt restructuring.
Historically, bank financing for mergers and acquisitions was very limited for financial advisory practices due to nominal tangible assets and a lack of understanding of the wealth management industry. SkyView Partners’ team of financial advisory industry veterans - with over 150 years of experience in financial services - facilitates securing competitive and customized bank financing for independent and registered investment advisors.
SkyView’s roots are in the wealth management industry, and our team understands the needs and the business of advisors. Because of that, we can better advocate for advisors as they pursue different financing options for their firm and ensure the end deal satisfies all parties. In a collaborative effort with financial advisors, our team provides buyers and sellers with the requisite direction and liquidity to propel their advisory practices to the next level.
Our Organization is dedicated to the preservation of the small business owner in the independent and registered investment advisory community. We strive to offer the independent and registered advisor the funding requisite to compete with industry consolidators who threaten the existence of small business ownership.
SkyView helps sellers and buyers prepare for the financing process well in advance of retirement, identifying the best M&A consultant and bank partners, and securing financing that is crucial to close the deal. Our process ensures that advisors and their clients are cared for and that advisors can retire when they are ready – and on their own terms.
For more information, visit www.skyview.com.