Joined hands

Aequitas Capital launches RIA membership network

Alternative asset management company Aequitas Capital has launched Aequitas Capital Partners (ACP) to support growth-oriented registered investment advisers (RIAs) with intellectual, financial and human capital to fuel succession planning and firm mergers or acquisitions.

ACP serves as a strategic ally for RIAs who have demonstrated a desire and capacity for growth, and have an appreciation for institutional-quality alternative investments as a core holding in their high-net-worth client portfolios.
 
The firm offers extensive resources with access to human intelligence, financial capital, and shared services, resulting in operational alpha to help RIAs gain economies of scale, operational efficiency, profit margin expansion, and ultimate enterprise-value enhancement. 
 
Many of the leaders of today's RIAs, who are between the ages of 55 and 62, have successful practices and significant industry experience. ACP recognises that many of these advisors are beginning to think about their retirement. They need to accelerate growth to meet their retirement objectives and improve their business valuations.
 
The best way to accelerate that time is through acquisition and that generally requires an infusion of capital. ACP – with support from its parent company Aequitas—arms RIAs with equity, cash flow lending, or asset-based lending, to fund merger and acquisitions, lift-outs, and expedited recruiting of advisors.
 
"We are broadening the scope of Aequitas' services to address the challenges of mid-sized RIAs. This is the fastest-growing segment of advisors, expanding at a rate of 20 to 30 per cent each year," says Bob Jesenik, CEO and co-founder of Aequitas. "Unfortunately, these firms are often too large to qualify for government-backed small business loans, yet too small to attract private equity firms. We hope to become the dedicated growth partner they need, and provide them with the right resources to grow from a small- to mid-sized firm to a thriving enterprise."
 
As an ACP member, RIAs can access growth capital, as well as industry thought leaders in multiple disciplines through the Aequitas Financial Services Network. The network is a collection of dynamic financial services companies with deep roots and diverse capabilities in alternative asset origination, investment banking, business valuation, outsourced CIO services, alternative product platforms, and training and education on alternative investments, all provided by industry experts who serve the RIA community.
 
"ACP is the right partner for RIAs who value intellectual, financial, and human capital to support their growth initiatives," says ACP president Keith E Gregg.
 
"The wealth management business is evolving, and advisors need a partner who can help them weather the challenges of business succession plans, expansions, regulatory change, and technological advancements. Many who have broken free from the wirehouses simply need help in growing as an entrepreneur and a business owner.”
 
Aequitas recently invested in Fieldstone Financial Management, a fee-only financial planning and investment advisory firm seeking capital for mergers and acquisitions. 

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5 days 36 min from now - New York
5 days 36 min from now - New York
5 days 36 min from now - New York

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Mon, 29/09/2014 (All day) - London
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