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.