WE KNOW THE WAY
Our sat in the seat experience PROVIDES A RARE & INFORMED PERSPECTIVE TO ADVISING FINANCIAL SERVICES PROFESSIONALS
MERGERS AND ACQUISITIONS FOR BOTH RIA BUYERS AND SELLERS
PLACEMENT, RETAINED SEARCH AND RECRUITING FOR FINANCIAL SERVICES FIRMS AND PROFESSIONALS
BUSINESS VALUATION, STRATEGY AND EXIT PLANNING CONSULTING
WHO WE SERVE
We are a full-service consulting firm catering to professionals and entities in the financial services industry.
Career Management Advisors (CMA) provides guidance and advice – a MAP – to identifying and matching to the optimal career setting inclusive of market assessment; contract review and negotiation; transition and new business set-up. Expertise in financial advisor transition from wire house to independence.
CMA provides broad business consulting and valuation services assisting with strategy, growth, acquisition, succession and exit/end-game planning needs inclusive of M&A advisory as well as retained search and recruiting. Matching firms to firms and firms to people, we MAP successful growth and successful exits.
Retained by global financial services company ($581B in AUM) to identify candidates for entry level, lateral sales, and senior C-Suite roles in the business.
Conducted due diligence and valuation analysis of RIA seller for $113B buyer and advised on potential deal structures.
Represented a $2.8MM wire-house advisor to assess RIA options for transition to independence. Successfully matched candidate with RIA.
Conducted comprehensive review for a $3.5B independent Broker/Dealer/RIA of their wealth management business, developed and executed strategy for enhancement and growth.
WHO WE ARE
Linda Willis is a top-performing, outcome-driven financial services professional.
Nancy Clark Wilson
Nancy Wilson brings over three decades of experience in the financial services industry.
Greg Sloan brings almost three decades of experience in the financial services industry.
WHAT SETS US APART
Career Management Advisors, CMA Consulting, brings years of real-world actual “sat in the seat” professional experience in the financial services industry.
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