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Partners

Because in the World of Transitions, Having the Right Lending Solutions, Investment Banks, and M&A Consultants are Essential!

skyview partners

Exclusive Lending Partner
Financing and Banking Solution

Skyview Partners is the official lending partner of Truelytics.  SkyView focuses exclusively on the financing needs of independent and registered investment advisors - providing financial advisors with guidance and capital for practice succession, acquisition, merger, refinance and cash outs.

SkyView utilizes Truelytics proprietary data to Pre-Approve your financing request  from their expanding network of 23 banks. SkyView provides competitive rates, terms and conditions from its network of progressive and well capitalized banks. 

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Recommended Resource
M&A Consultant

FP Transitions, based in the community of Lake Oswego, Oregon, has a team of 40 people that specialize in building financial service businesses of enduring and transferable value. FP Transitions specializes in the valuation and analysis of the intangibles that make a financial services practice unique, and valuable. 

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Recommended Resource
M&A Consultant

ECHELON Partners is the only investment bank and consulting firm focused exclusively on the wealth and investment management industries.  Over the past 19 years the professionals at ECHELON have advised on over 400 transactions, been the exclusive advisor to over 100 wealth managers with over $1BN in AUM, and evaluated over 1,500 acquisition targets.  ECHELON is the leading provider of valuation services for firms with $200MM or more in AUM.  ECHELON’s executive team hails from leading Private Equity firms, Investment Banks, Law Firms, and Valuation Providers.  ECHELON is a three-time winner of the Wealthmanagement.com Innovation Award and widely recognized for its Quarterly RIA M&A Deal Report and its Deals and DealMakers Summit.

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