Registered Investment Advisors

TCC provides comprehensive M&A and valuation services to Registered Investment Advisors (“RIAs”), helping them to maximize the value of their business. RIAs are increasingly in need of M&A and valuation services for a variety of reasons including buying, selling, restructuring and growth strategies.

TCC’s services help you make informed decisions about your business. We understand the unique challenges that RIAs face which allows us to provide comprehensive solutions that are tailored to the specific needs of each client.

Mergers & Acquisitions and Valuations Advisory

Sell-Side Advisory

We provide comprehensive support from start to finish, from preparing marketing materials and finding the right buyer to negotiating the best deal and guiding you through due diligence. Click HERE to download a White Paper on why RIA sellers should hire investment bankers.

Buy-Side Advisory

Purchasing a firm is a big decision that requires a large time commitment. We help you navigate your transaction by aiding in financial modeling, deal structuring and contract negotiation.

Valuation Services

Whether your firm needs a valuation performed for a merger, acquisition, succession planning or personal reasons, our experienced team can provide accurate and reliable valuation services for your RIA.

Merger Advisory

TCC's merger support service works in close collaboration with all stakeholders to transform transactional mergers into successful strategic partnerships.

Business Planning and Consulting Services

Succession Planning

We will work with you to create a comprehensive plan that will ensure your business continues to thrive even after you are ready to ease out.

Exit Planning

Maximize your firm’s value as you prepare for a transaction by utilizing our framework for tracking KPIs with industry benchmarks and tailored advice.

Capital Solutions

If you are looking for financing to fund acquisitions or your succession plan, we can guide you in finding the right solution.

Merger & Acquisition Strategy & Search

TCC can assist in developing an M&A strategy and executing a focused search for acquisition targets.

For RIA Services, contact:

Bryan Cheverud

O: 312.283.0806

C: 312.848.9051

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Securities transactions conducted through TCC Securities, LLC, an affiliated company, registered Broker/Dealer, and member FINRA/SIPC.

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