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He noted that the deal with Schwab was similar to Envestnets strategic investment in Dynasty in 2020., Schwabs minority investment in Dynasty will further align our commitment to the independent wealth management space, Golub said. Create an alert to follow a developing story, keep current on a competitor, or monitor industry news. Monday April 24, 2023 9:40 am. With our deep expertise and years of experience working with Whether a CEO desires to acquire an RIA or tuck-in a group of advisors, want to explore selling their business, or are seeking a valuation to understand the value of their equity, RIA management teams seek high quality and objective advice. Each partner firm will discuss their differentiated approach to M&A, how they plan to navigate M&A in the current market backdrop and their broader relationship with Dynasty. Facing a growing demand for services, Dynasty Financial Partners is launching Dynasty Investment Bank to offer advice for independent wealth management firms both inside and outside the Dynasty Network, as well as for other firms in need of independent and objective strategic advice in the wealth and asset management industry. Dynasty creates access to valuable resources and industry-leading capabilities through an open-architecture platform, enabling advisors to address their clients' needs and to protect and grow their wealth. Our minority investment capital program is designed to offer our Network Partner RIAs not only a competitive valuation, but also access to strategic guidance and specialized resources without onerous operational covenants or fixed liabilities, said Harris Baltch, Head of M&A and Dynasty Capital Strategies. Currently, the firm manages over $5 billion of capital across its active funds. Description. Facing Substantial Demand for Investment Banking Services, Firm to Provide M&A Advisory Services to RIAs Inside and Outside of the Dynasty Network. Dynasty spokeswoman Sally Cates declined to say how much money the firm raised or how much equity the two new investors now have. 46 RIAS with 292 advisers and nearly $65 billion in client assets. Im very cynical and wonder if were looking at peak valuation with this IPO. In today's interconnected economy, is there any way to hedge your bets? Going forward, the firm will leverage its M&A and capital strategies Dynasty Financial Partners is a leading WealthTech firm, and is well known as the industry advocate for independent financial advisors, helping them succeed through powering their firms. Share & Print. Sally Cates 04. Dynasty Financial Partners Dynasty Financial Partners' plan to offer shares to the public holds a major perk for top insiders that future investors wouldn't see: Dynasty will now offer access to private equity funds, hedge funds and direct investments together with institutional-quality research and diligence, leveraging iCapitals