Goldman Sachs Investment Banking Pitch Book
Goldman
Sachs
Relative Competition for RIA Acquisitions Has
Accelerated
Integrity
Insurance
Sellers have a wider range of potential partners than ever before
■ Strategics: Remain active and interested given potential cross-sell/ distribution synergies and attractive growth
■ Sponsor Backed Platforms: Remain highly active though need to be more selective given capital limitations from market volatility
■ Financial Sponsors: Remain deeply interested in wealth platforms and are willing to stretch downmarket for the "beginnings" of a
platform
Select
Strategics
CI Financial
FRANKLIN TEMPLETON
INVESTMENTS
NFP
ONEDIGITAL
MERCHANT
Insurance
Brokers
Retirement
Platforms
Insurance
Distributors
Wealth Management Acquirors
Mariner
LGP
SEQUOIA
MERCER
ADVISORS
GENSTAR
VALEAS
ONEX
ONK HILL
Wealth
Enhancement
Group
TAASSOCIATES
Cetera
FACULL GRE
GENSTAR
A Advisor Group
Sponsor
Backed Firms
PATHSTONE
IMPE
CREATIVE
PLANNING
GENERAL
ATLANTIC
ep wealth
advisors
Berkshire Partners
C CAPTRUST
GTCR
allworth
LIGHTYEAR CAPITAL
CERITY
PARTNERS
GENSTAR
SIGHTYEAR CARITAL
CARSON
BainCapital
TMG
VISTRIA
KESTRA
Edelman
Financial Engines
H&F
WARGPINCES
LIDO ADVISORS
I Charlesbank I
BEACON POINTE
KKR
SAVANT
KELSO
STEWARD PARTNERS
WATZKER CYNOSURE
INVESTMENT BANKING
DIVISION
CONFIDENTIAL
Sponsors / Family
Offices Keen for
Larger Opportunities
ARES Adve Interational ALTAS
CDPQ
CARLYLE
GIC
ONTARIO
TEACHERS
RENCH PLAN
TOWERBROOK
MERITAGE
TPG
32View entire presentation