[St. Petersburg, FL] — Iron River officially launches, offering wealth management firms a clear, tailored roadmap for mergers and acquisitions. With deep experience on both the buy and sell sides, Iron River understands the challenges firms face when navigating growth and transition. By acting as a guide through this pivotal process, Iron River provides the clarity, confidence, and strategy firms need to succeed.
A Plan for M&A That Puts Your Firm's Goals First
Iron River simplifies complex M&A transactions with customized strategies that address the unique needs of buyers and sellers:
- For Buyers: Achieve your growth goals faster with Iron River as your dedicated M&A team. From identifying the right opportunities to ensuring seamless integration, Iron River provides the expertise and resources needed to accelerate your success and position your firm for long-term stability.
- For Sellers: Selling your firm is about more than just the numbers. Iron River ensures you find the ideal partner who respects your legacy and aligns with your goals, at the right time and with the right terms.
“Firms deserve more than cookie-cutter advice when navigating M&A,” said Tyson Pettitt, Founder of Iron River. “We know firsthand that every transaction is different. Our process ensures firms achieve efficient execution, seamless transitions, and the strategic outcomes they’re looking for.”
Success Story: Helping Berger Financial Group Unlock Transformational Growth
Most recently, Tyson Pettitt helped Berger Financial Group organize their inorganic growth strategy into a durable, repeatable process. Their assets under management grew from $800 million to $2.5 billion, and operations expanded from one state to five. This extraordinary growth was achieved while maintaining Berger’s commitment to client service and staying true to its core values.
“Tyson’s expertise provided a clear process that drove measurable results,” said Nick Asmus, CEO of Berger Financial Group. “His approach gave us the ability to scale efficiently while staying true to who we are as a firm.”
About Iron River
Iron River helps wealth management firms navigate the complexities of mergers and acquisitions. With tailored strategies, a process-driven approach, and a focus on preserving values and unlocking growth, Iron River ensures seamless transitions and exceptional results.
Take the Next Step
Discover how Iron River can guide your firm to its next chapter. Email info@ironrivergroup.com for more information.
