For Buyers
Your inorganic growth goals, powered by Iron River.
Bringing Your Growth Strategy to Life, Faster
Inorganic growth offers a strong path to expand a wealth management firm, but managing the process can be complex and time-consuming. Iron River operates as an outsourced M&A team, delivering the expertise and resources needed to implement growth strategies effectively. By prioritizing strategic alignment, operational efficiency, and seamless integration, Iron River simplifies acquisitions, ensuring that opportunities are both well-suited and attainable. This approach accelerates growth and reinforces long-term stability, positioning firms for lasting success in a competitive market.
“Tyson’s expertise provided a clear process that drove measurable results. His approach gave us the ability to scale efficiently while staying true to who we are as a firm.”
Nick Asmus
CEO of Berger Financial Group, speaking about their growth to $2.5 Billion in AUM
Our Process
Goal Setting & Messaging
Define clear, actionable inorganic growth goals and evaluate existing resources to leverage strengths and address weaknesses. Craft messaging that highlights your firm’s strengths and acquisition capabilities, distinct from client-facing communication.
Pipeline Development
Develop a seller pipeline through Iron River’s network and your own, actively engaging prospects and telling your firm’s story. Conduct outreach and relationship-building activities to generate interest and move prospects through the sales process.
Transaction Negotiation and Execution
Fine-tune your pitch for specific prospects and guide the negotiation process to secure favorable terms. Ensure the transaction reflects your goals and positions your firm for long-term success.
Transition
Collaborate with your operations team to ensure seamless integration and fulfillment of commitments made during the transaction, driving successful post-deal outcomes.
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Start the registration process by filling out the form with your information. Once completed, a member of the Iron River team will reach out shortly to continue the process.
8 Steps of a Successful Inorganic Growth Strategy
Unlock the potential of strategic acquisitions to complement organic growth and scale your wealth management firm faster. Download our case study to explore how a clear, repeatable inorganic growth strategy can help you expand capabilities, enter new markets, and achieve your firm’s vision.
Case Studies
Sell and Stay: Why Selling Doesn't Have To Mean Retiring
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Partner with Iron River to simplify your M&A process and achieve your goals with a personalized approach that preserves your firm’s legacy.