AcquireEdge Overview
For RIAs and advisors pursuing a targeted acquisition.
Advisory That Works for the Buyer
AcquireEdge is SRG’s full-service buy-side advisory program for financial advisors and firm owners who have identified an acquisition target and want strategic support through analysis, negotiation, and close. Acquiring another practice is one of the most consequential financial decisions a firm can make — and without disciplined preparation, valuation analysis, and deal structuring support, buyers are exposed to risk at every stage. SRG works exclusively alongside buyers to ensure every offer is grounded in analysis, every term is deliberate, and every document reflects the transaction that was agreed. The service overview below is an interactive document outlining scope, fee structure, and the team leading your engagement.
Frequently Asked Questions
AcquireEdge is designed with the buyer in mind. We work with you in an advocacy position to help craft the best offer and win the deal.
We work with you at every stage of the deal life cycle including forming an informal opinion of value, analyzing financial outcomes, writing an intriguing offer, creating transaction contracts, and helping you navigate the final steps to securing the acquisition.
AcquireEdge is for advisors working to beat out competition and/or achieve the best possible outcome on a specific acquisition opportunity.
AcquireEdge is a great fit for anyone seeking guidance to make informed decisions, an experienced ally to help negotiate the deal, and a dedicated firm to provide all the resources needed to seal the deal.
The more information we have on the acquisition opportunity, the better recommendations we can provide.
We will work with you to maximize the utility of all known information to best inform your perspectives on the opportunity.
We know your industry and have worked on these types of projects dozens of times. And, we have the resources and strategies to help you, saving you time and money. This is the experience we bring to each client’s project.
We strive for excellence and, as a result, we are always learning, adapting, and revising our deliverables and resources to ensure that you receive a fair, accurate, and timely solution as the industry changes.
We are neutral. We are not affiliated with a broker-dealer or custodian and can provide the advice that is best for you.
We also pride ourselves on service – providing high-touch, high-quality solutions to our clients.
