Bringing Investment Banking to Advisors: How Elite Teams Get the Clarity They’ve Been Missing

About this episode…

For the largest and most sophisticated advisory teams, the industry has reached an inflection point. Private equity continues to reshape valuations and deal structures. Retire-in-place programs at the wirehouses have become meaningfully more competitive. And multi-billion-dollar teams increasingly find themselves evaluating not just where to go next, but why—and what each option means from both a strategic and financial perspective.

Yet one thing has become clear: Most advisors have never had access to true investment-banking-level analysis around value, liquidity, and long-term economics.

As a result, they’ve been making the biggest decisions of their careers with incomplete or incomparable information.

That gap is exactly what inspired the creation of the Breakaway Investment Banking Initiative—a joint effort between Diamond Consultants and the Dynasty Investment Bank designed to bring objective, institutional-grade financial insight into the advisor decision-making process.

Sam Anderson, Chief Capital Officer and Co-Head of Dynasty Investment Bank at Dynasty Financial Partners, joins Louis Diamond to discuss the backstory and how this collaborative initiative can benefit elite advisors and teams, including:

• The breakaway landscape—and what’s changed in recent years.
• Private equity—and how it has influenced expectations.
• Autonomy vs. economics—and how to resolve the often-competing priorities.
• Short-term liquidity—and what its potential impact could be on long-term value.

It’s an objective, candid look at the strategic and financial considerations that shape the biggest decisions large advisory teams will ever make—and how the Breakaway Investment Banking Initiative is designed to provide greater clarity to help advisors make critical decisions.

Dynasty Investment Bank services are offered through Dynasty Securities, LLC, a broker-dealer, member FINRA/SIPC and a wholly owned subsidiary of Dynasty Financial Partners, LLC.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.