Project Nova
This opportunity is presented in teaser format. Additional materials are available only to qualified parties following review and confidentiality procedures.
Buyer Overview
Family office seeking wealth management RIA or insurance brokerage platform with $500M+ AUM or equivalent premium volume. The buyer offers permanent capital and operational support for founders seeking succession.
Buyer Profile
Acquisition Criteria
AUM / Premium
$500M+ AUM or $10M+ in premium volume
Revenue
$5M – $15M with 25%+ margins
Recurring Revenue
Fee-based or renewal commission model
Client Base
HNW or mass affluent client focus
Geography
U.S.-based, any region considered
Compliance
Clean regulatory history
Investment Thesis
Ideal Target Profile
Retiring Advisors
RIA principals seeking succession and liquidity
Insurance Agency Owners
P&C or benefits brokers ready for transition
Breakaway Teams
Wirehouse teams seeking independence with support
Tuck-in Acquisitions
Smaller practices to add to existing platform
Have a Target?
Submit an opportunity
If you have a business that fits this buyer's criteria, submit it for consideration. All submissions reviewed within 48 hours.
Quick Facts
This opportunity is presented in teaser format. Additional materials are available only to qualified parties following review and confidentiality procedures.
Access Process
Staged Information Release
FCP manages all M&A mandates through a controlled, confidentiality-sensitive process.
Review Teaser
Review blind teaser and initial opportunity summary
Request Access
Submit access request with buyer background
NDA & Qualification
Execute NDA and complete buyer qualification
Materials Access
Receive CIM and additional materials upon approval