Perspective. Transparency. Perseverance.
Nunnally International provides strategic M&A services to RIA firms that are looking to buy, sell or merge their business.
MARKET KNOWLEDGE
We've spent years in the investment management industry in multiple capacities and understand the risks, opportunities and challenges that advisors face on a daily basis. We understand that every RIA is uniquely different and we tailor our M&A guidance to your specific goals and circumstances.
UNCONFLICTED ADVICE
We act in your best interest by adhering to the same fiduciary principles and standard of care that you do. Our incentives are always aligned with yours and we're only compensated if your M&A deal successfully closes.
How We're Different
Nunnally International employs investor profiling expertise to help you find the best fit. We get to know you and your firm personally in order to gain a clear understanding of the factors that are key to your strategic partnership success.
Strategic Objectives
What are your goals and how can M&A help you achieve them? Is your intent to grow, diversify, adapt or create a succession plan?
Partnership Criteria
Who can help you achieve your objectives? What characteristics define an ideal strategic partner? What's that's profile look like?
Firm Culture
Do you share the same worldview, investment philosophy and ambitions? What synergies exists professionally and personally between firm principles?
What our clients say
We could not be happier with Nunnally International's representation of Loveless Wealth Management in our M&A transaction. Their attention to detail and organization were second to none. Tyler introduced us to just the right firm and negotiated a great deal on our behalf.
Don Loveless
Founder and CEO
Loveless Wealth Management
After searching and speaking with a number of firms for a couple years I was about to hit pause. Tyler came along and was able to very accurately identify the type of firm that would fit my needs. He knew the landscape, the deals, and how to narrow down possible partners. It was refreshing to have someone of his experience filter through and eventually identify my partner firm.
Lou Della Valle
Principal
C2C Wealth Management
Tyler's personal interaction with each of our team members helped solidify what we were all looking for with a potential merger. His ability to formalize the process of meeting with potential suitors was extremely valuable. Most importantly, he helped our team stay on the same page as a cohesive unit with a tangible goal in sight.
Brian Suskevitch
Director, Senior Wealth Advisor
Partner and Shareholder
I could not imagine navigating the M&A process on our own without Nunnally International. There is an overwhelming amount of detail and care needed throughout the entire process that was foreign to us, and Tyler was able to offer insight and guidance in our quest to find the best possible partner. He took the time to get to know us and we could not be happier with the final result.
Betsy Rector
Director, Senior Wealth Advisor
Partner and Shareholder
Always a pleasure working with Tyler and Nunnally International. Thank you! Appreciate your ability to identify high caliber firms, clearly articulate needs and priorities for both parties, and helpfully contribute to making the transaction happen.
Bryan Keller
Chief Strategic Officer
Dakota Wealth Management