In our recent webinar, Harris Baltch, Dynasty Head of Investment Bank, and Lee Minkoff, Managing Director at Renovus Capital Partners, shared valuable insights on the M&A process in wealth management. To review the webinar, subscribe to our quarterly newsletter, or learn how Dynasty can support your firm through M&A, please visit https://bit.ly/3s9oEFv. Here is a breakdown of the topics they covered: - Deal Structure Fundamentals: Understanding down payments, earnouts, and navigating buyer due diligence. - Strategic Considerations: Buyer vs. seller tactics, compensation strategies, and balancing cash and stock in deals. - Emerging Trends: How market shifts are impacting deal flow and the evolving M&A landscape. Whether you are navigating your first deal or fine-tuning your strategy, these expert insights can help you make informed decisions. *Dynasty’s Investment Bank is operated through Dynasty's wholly owned subsidiary Dynasty Securities LLC (“Dynasty Securities”) is a U.S. registered broker-dealer and member FINRA/SIPC. Our advisors are independent but not alone. Independence is #PoweredByDynasty #mergerssndacquisitions #investmentbanking #dealflow #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
Dynasty Financial Partners
Financial Services
St Petersburg, Florida 20,603 followers
Unlock Your Independent Future
About us
Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value. We are the industry advocate for advisors and accomplish this through aligned business interests with our Network Partners, a shared set of values that drive a connected Community, and a common vision to be forward looking leaders within the wealth management industry and advocates for the advancement of financial education and literacy across the country. With the power of our people, processes, partners and platform, their businesses have the potential to run more profitably and grow faster. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business. We also provide M&A support to firms looking to grow inorganically or to plan for succession. Through a strategic and cultural partnership that we foster with each of our Network firms, we seek to enhance their enterprise value and accelerate their growth. We accomplish this through our proprietary core service model that provides middle and back office support in the areas of Finance, Technology, Marketing, Compliance, Practice Management, Investments, Consulting and Community. Headquartered in St. Petersburg, Florida, and with four offices across the country, the Dynasty team powers the industry’s most rewarding opportunity for entrepreneurial independent advisors of integrity. Visit our website for more information: www.dynastyfinancialpartners.com Follow us on Twitter: @DynastyFP Subscribe on Youtube: http://bit.ly/1MKXhC8
- Website
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https://dynastyfinancialpartners.com
External link for Dynasty Financial Partners
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- St Petersburg, Florida
- Type
- Partnership
- Founded
- 2010
- Specialties
- Core Services, Investment Platform, Transition Services, Financing, Technology, M&A, TAMP, Capital Markets & Investment Banking, Marketing, Compliance, Practice Management, Business Design & Consulting, and RIA Registration and Licensing
Locations
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Primary
200 Central Ave
15th Floor
St Petersburg, Florida 33701, US
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1350 Avenue of the Americas
32nd Floor
New York, NY 10019, US
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33 N. Dearborn Street
Suite 1160
Chicago, IL 60602, US
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1050 Battery Street,
Suite 150
San Francisco, CA 94111, US
Employees at Dynasty Financial Partners
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Jeremy Zoladz
Managing Director at Dynasty Financial Partners
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Gordon Abel
CMO, Dynasty Financial Partners : Family Guy : Strategic Marketing : Executive Leadership : DEI : Wealth Management : Culture Ambassador : Results…
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Catherine (Fink) Mitchell
Marketing and Communications Leader | Collaborator | Strategic Planner | Passionate about Strengthening Communities
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Andrew Marsh
Vice Chairman at Dynasty Financial Partners - Entrepreneurial C-Suite Executive and Board Member | Leadership, Capital Markets, M&A, Change…
Updates
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According to Financial Advisor IQ, 40% of advisors still lack a succession plan, and the need for proactive strategies is more urgent than ever. At RIA Edge (Part of Wealth Management EDGE) West, Tim Oden, Dynasty's Chief Growth Officer, moderated a panel on this critical topic, joined by James Gardiner from Dynasty, Bradley Losson from Schwab Advisor Services, and Mike Prior from Priority Financial Group. Key takeaways from this session included: - It’s still a seller’s market – favorable deal terms and high valuations make it an ideal time to plan your exit. - The importance of client trust and seamless transitions as retirements increase. - Ensuring long-term stability for the wealth management industry by developing experienced successors. To learn more about how Dynasty can help you maximize the value of your business and set your team and clients up for a confident future, visit https://bit.ly/4eyu8g3. Our advisors are independent but not alone. Independence is #PoweredByDynasty #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech #successionplanning #riaEDGE
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We are pleased to announce the closing of a minority capital raise supported by several legacy investors and strategic Resource Partners, including Charles Schwab and new investors BlackRock and J.P. Morgan. This investment will directly enhance our platform, enabling independent RIAs to scale their businesses, better serve their clients, and pursue growth through M&A and succession planning. Shirl Penney, Dynasty President and CEO, shared, “The future is bright for Dynasty and our network of independent advisors as we continue to invest in technology, talent, and capabilities to support their success." Read More: https://bwnews.pr/4dBYI7i Our advisors are independent but not alone. Independence is #PoweredbyDynasty. #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
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Dynasty is excited to announce that Leslie Norman (Dentinger), Dynasty's Chief Technology Officer, has been nominated for the prestigious Tech Leader of the Year Award by Tampa Bay Tech! This award celebrates executives who make a transformative impact on their organizations and the broader technology industry. Leslie’s strategic vision and innovative approach have driven cutting-edge advancements at Dynasty, empowering our talented team, reshaping the WealthTech landscape, and helping our Network Partners better serve their clients. Join us in congratulating Leslie and all the other amazing nominees from the Tampa Bay Tech community! Our advisors are independent but not alone. Independence is #PoweredByDynasty #leadership #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning #thoughtleadership
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Celebrating one year of independence! Congratulations to Andrew Schiff, Greg Blake, Will Sterling, Deatra Vailes, and the entire TritonPoint Wealth team. We're proud of the incredible journey so far and look forward to even greater success and collaboration ahead! Our advisors are independent but not alone. Triton Point Wealth is #PoweredByDynasty #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
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Shirl Penney, Dynasty President and CEO, knows all too well that building a successful business often involves long hours and personal sacrifices, but having the right support system—both at work and at home—can make all the difference. Just like a strong family bond drives success, the right financial advisor can help you navigate life’s biggest decisions. Dynasty Connect can help match you with an advisor who understands your unique goals and challenges. Visit https://bit.ly/44gV0vC to learn more. Read the full Barron's article: https://bit.ly/4gPfuCE *Dynasty Connect is a service offered through Dynasty Wealth Management, LLC, an SEC registered investment adviser and a wholly owned subsidiary of Dynasty Financial Partners, LLC. #DynastyConnect #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning #entrepreneur #fintech
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Exiting a business is just as important as running one. A recent survey from Dynasty Financial Partners reveals that business owners often wait too long to prepare for a sale, missing key steps that could maximize their value. From finding the right buyer to ensuring financial security, Dynasty Network advisors Pete Frantzis at Cyndeo Wealth Partners, Derek Wittjohann, CFP®, CPWA® at Premier Path Wealth Partners, and John S. Mosher, CFP®, CEPA®, ChFC®, CLU®, AEP® at Unique Wealth help guide business owners through this critical transition in a recent InvestmentNews article. Read More: https://bit.ly/4el87RN Our advisors are independent but not alone. Cyndeo Wealth Partners, Premier Path Wealth Partners, and Unique Wealth are #PoweredbyDynasty #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
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Dynasty is gearing up for the RIA Edge (Part of Wealth Management EDGE) West conference next week and is delighted to be part of the conversation! Dynasty's Tim Oden, Chief Growth Officer, will be moderating a panel on succession planning with James Gardiner, Director of Business Development, Bradley Losson from Schwab Advisor Services, and Mike Prior from Priority Financial Group. The panel will explore the complexities of succession planning for advisors, addressing the challenges of initiating plans and offering strategies to secure long-term business continuity, client trust, and a lasting legacy. View the full agenda here: https://lnkd.in/eSgzkMhF Thomas Jay Kowalchuk, SVP of Business Development, will also be attending, and the team will be available for meetings. Don’t miss the opportunity to connect with us! Schedule a meeting here: https://lnkd.in/eewburpR Our advisors are independent but not alone. Independence is #PoweredbyDynasty. #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
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Shirl Penney, Dynasty's President & CEO, joined Financial Anchor Gregg Greenberg on InvestmentNews 'In the Nasdaq' to break down the trends fueling M&A in the RIA space. From why the RIA market is booming to what makes a firm stand out for acquisition, Shirl shares his point of view, including why "fit" is more important than "price" and the essential questions clients should ask when their advisor moves between firms. If you are interested in exploring buy-or sell-side M&A opportunities and need assistance connecting with an experienced team, reach out to our dedicated Dynasty Investment Banking team at DynastyInvestmentBank.com. Our team is here to provide personalized guidance tailored to your unique needs and M&A goals. *Dynasty’s Investment Bank is operated through Dynasty's wholly owned subsidiary Dynasty Securities LLC (“Dynasty Securities”) is a U.S. registered broker-dealer and member FINRA/SIPC. Our advisors are independent but not alone. Independence is #PoweredByDynasty #mergerssndacquisitions #investmentbanking #dealflow #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
Massive thanks to Shirl Penney from Dynasty Financial Partners for joining me IN the Nasdaq. He had a lot of travel challenges to overcome due to the hurricane but still made it to the studio. We had a great discussion about the M&A market for advisors, and he offered fantastic tips for wealth managers seeking to buy or sell their practices. He has the pulse of the market. Check it out on InvestmentNews.