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M&A and Capital Raising

The wealth management, asset management and insurance industries are seeing an unprecedented level of M&A activity.  We can assist companies that are looking to find the right partners that fit their goals regardless of market conditions.

  • Buy-Side Advisory – Buy-side advisory services with a focus on identifying companies that fit  growth capital investors as well as opportunity investors.​​

  • Sell-Side Advisory – WMO can assist companies that wish to find the right partner for their firm’s long-term goals.

  • Private placements – We can help companies identify and arrange debt facilities, minority and control transactions.

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