SkyView Partners

SkyView is focused exclusively on the investment banking and 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 for financial advisory practices was very limited due to nominal tangible assets. SkyView's team of wealth management industry veterans provides an efficient quantitative and qualitative underwriting process that facilitates securing customized investment banking and financing solutions. In a collaborative effort with financial advisors, our team provides sellers with immediate liquidity at attractive valuations and buyers with requisite M&A guidance to propel your advisory practice to the next level.