Sanctuary Wealth Embraces M&A Opportunities

October 19th, 2023, 11:35 AM

Sanctuary Wealth, an Indianapolis-based partnership of independent registered investment advisors, plans to expand its presence in the M&A space in the coming months. 

CEO Adam Malamed and his team are developing specific strategic initiatives that encompass various aspects of M&A. Malamed, in an interview with WealthManagement.com, stated that Sanctuary Wealth is actively pursuing acquisitions of companies, including other service providers in the independent space. 

Malamed stated that one opportunity involves partnered independence, which ultimately benefits their partner firms and advisors. Sanctuary also intends to consolidate RIAs by assisting their partner firms in acquisitions or directly pursuing such deals themselves.

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.

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Blog

Sanctuary Wealth Embraces M&A Opportunities

October 19th, 2023, 11:35 AM

Sanctuary Wealth, an Indianapolis-based partnership of independent registered investment advisors, plans to expand its presence in the M&A space in the coming months. 

CEO Adam Malamed and his team are developing specific strategic initiatives that encompass various aspects of M&A. Malamed, in an interview with WealthManagement.com, stated that Sanctuary Wealth is actively pursuing acquisitions of companies, including other service providers in the independent space. 

Malamed stated that one opportunity involves partnered independence, which ultimately benefits their partner firms and advisors. Sanctuary also intends to consolidate RIAs by assisting their partner firms in acquisitions or directly pursuing such deals themselves.

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.

Return to All