Founding team
Four partners, both sides of the table.
Two spent their careers inside advisory firms answering the succession question. Two spent theirs buying companies and keeping them. The story is told in public.
Where we’re based
Louisville, with partners in Washington, New York, and Miami.
Most weeks you will find us where our firms are: on site during a transition, or across the table from a founder.
Management Team
Decades of building and running RIAs, from the inside. Select a partner.
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