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Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr., MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRG's team of experts leverage their industry expertise, combined with best-in-class resources, to help advisors, agents, and accountants manage the equity in their businesses...

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2 min read

Bloomfield Hills Financial Closes Third Deal with SRG

Oct 16, 2018 8:00:09 AM

Portland, Ore. (Oct. 16, 2018) – Succession Resource Group (SRG) is excited to have facilitated Bloomfield Hills Financial (BHF) with the completion of its third acquisition, representing a combined $428 million in acquired assets under management with offices in five states.

SRG represented the sellers in all three deals, evaluating between 40 and 60 interested parties in each instance. Despite immense demand and competition by each of the sellers, BHF was selected as the buyer in all three deals, allowing them to add a presence in California and Colorado.

According to SRG’s president, David Grau Jr., all three deals were unique and noteworthy, highlighting the flexibility required of buyers in today’s competitive market. In 2016, SRG closed the first deal with BHF when they acquired SRG’s San Jose RIA listing, which brought BHF $160 million in fee-based assets. The second deal was completed in the second quarter of 2017, when they acquired SRG’s Denver listing, a firm that specialized in alternative investments representing $154 million in assets. The most recent deal involved SRG assisting BHF with the acquisition of a small broker-dealer based in East Lansing, Michigan that closed in 2018, and brought an additional $114 million in mutual fund assets.

“There is a tremendous demand for quality practices,” Grau said. “We have no less than 50 interested buyers for every one of our listings, but only a small fraction of these buyers are qualified and meet the seller’s basic criteria. That is why we spend a significant amount of time screening and negotiating for our seller clients. We are always excited when we have a buyer like BHF that has the experience, capital, and infrastructure to complete deals, and is willing to provide our client a fair price for their life’s work.”

Kevin VanDyke, CEO of BHF adds, “We worked closely with SRG and the sellers to get the deals to the finish line as mergers and acquisitions has been a key growth strategy of ours. It is important for us to maintain a professional connection with SRG as their service have been a major contributor to our rapid expansion. We really appreciate their knowledge and look forward to future acquisitions with them.”

SRG reports that the deal volume has remained strong in 2018 and is looking to outpace the deal volume in 2017. SRG’s most recent closing on October 1, 2018 marks their 47th transaction of the year and was their largest to date, with the sale of its Northern California listing for an estimated $8.3 million dollars to a mid-west based RIA.

About Bloomfield Hills Financial
Founded in 1999 by Kevin VanDyke, Bloomfield Hills Financial (BHF) is an independently owned wealth management company, offering securities brokerage and investment advisory services to individuals, executives, and business owners to pursue the preservation of their purchasing power throughout their lifetime.

By working with independent broker-dealer, First Allied Securities, Inc., BHF is free to provide investment options, services, and guidance that are most beneficial to helping clients achieve personal financial goals – free of bias or conflicts of interest. BHF has approximately $1.5 billion in advisory and brokerage assets as of December 31, 2017.

About Succession Resource Group
Succession Resource Group, Inc. is a succession consulting firm specialized in helping financial professionals value, protect, merge/acquire, and develop exit strategies for their business. With decades of combined industry experience, SRG possesses a unique combination of skills, resources and expertise to help advisors understand the value of their business, develop strategies to improve that value, protect it with comprehensive contingency and succession plans, and grow through acquisition.

For more information on Succession Resource Group, visit

David Pan – PR & Marketing Coordinator
Phone: (503) 683-8959
4800 Meadows Rd. Ste. 470
Lake Oswego, Oregon 97035


Topics: Press Release
David Pan

Written by David Pan