The best opportunities are rarely the most obvious ones.
We work with wealth management firms and asset managers on the handful of advisor relationships that can materially change the business.
Advisor Acquisition · Distribution Strategy
Most firms know who they want. Far fewer know who can actually be won.
A billion-dollar advisor team
Completely immovable
Highly receptive
An advisor who owns the category
The obvious target
No reason to allocate to your strategy
The opportunity is not in the name.
It is in the fit.
Advisor Acquisition
We identify and develop relationships with advisor teams for whom your platform creates a genuine reason to move.
Advisor Acquisition →Distribution Strategy
We identify the advisors for whom your strategy solves a real portfolio problem.
Distribution Intelligence →We work on mandates, not campaigns.
Retained · Selective · Senior-led
We are not paid to produce activity. We are retained to help create an outcome.
TRADECRAFT
The business behind the book
Our publication on how advisory businesses actually grow, create capacity and build enterprise value.
Built from both sides of the table.
Tina Singh ran Merrill Lynch's closed-end fund business and later founded TS Capital, raising more than $11 billion for managers including Apollo, Brookfield and DoubleLine.
Today she works directly with firms on advisor acquisition, distribution and growth.
Technology has changed how quickly opportunity can be found. The judgment about which opportunities matter has not.
A few relationships can change a business.
If you know where you want to grow, we should compare notes.