TRANSACTIONS
ADVISER TO THE FINRA-LICENSED BROKER-DEALER
Grand Avenue Capital has assisted the shareholders of this privately held, FINRA-licensed, SEC audited broker/dealer. The name of our client is withheld for confidentiality purposes.
After seven competing offers were evaluated, the Company was sold to SkyView Partners and an affiliate, Skyview Legacy Partners LLC. SkyView Partners is focused exclusively on the financing and wealth management lending needs of independent and registered investment advisers. The firm focuses on providing financial advisers with guidance and capital for practice succession, acquisition, merger, and debt restructuring. The company is located in Wayzata, Minnesota. https://www.skyview.com/
Grand Avenue managed this transaction, providing valuation and other financial advisory services to the shareholder of the broker / dealer, managed the US-wide search for investors (including strategic and financial), and negotiated the ultimate transaction between the parties. Grand Avenue assisted the acquirer in the complex membership transition with FINRA.
About Grand Avenue Capital Investment Bankers
Grand Avenue Capital is an investment banking firm focusing on middle-market merger / acquisitions (both buy-side and sell-side engagements), private placements of capital for growth opportunities, valuations and strategic investment advisory services in various industry sectors. Grand Avenue Capital's culture embraces teamwork, tenacity, perseverance and creativity to provide our domestic and international clients exceptional value, delivering skillful positioning and relentless execution. Grand Avenue Capital becomes a trusted adviser to its clients.
Based in Pasadena, California and Chicago, Illinois, Grand Avenue Capital augments its international capabilities through its active participation in One to One Corporate Finance, an exclusive global alliance of M&A advisory firms.