Silver Lane Advisors is a premier merchant bank and M&A advisory boutique specializing exclusively in the wealth management sector and its broader ecosystem. The firm distinguishes itself by avoiding overlapping engagements with competing firms and focusing its sell-side processes on a select group of pre-vetted, highly qualified buyers, ensuring tailored and conflict-free advisory services.
Founded by a recognized M&A authority who has authored multiple books and teaches at a top business school, the firm offers CEO-level advisory to wealth management firms navigating transformative events such as exponential growth, mergers, acquisitions, or succession planning. Since its launch in 2020, Silver Lane Advisors has advised or invested in firms managing over $300 billion in client assets, demonstrating deep industry commitment and expertise.
Services Offered
- M&A Advisory
- Wealth Management M&A
- Bankruptcy Service
- Recapitalizations
- Succession Planning
- Partner Liquidity Solutions
- Organic Growth Strategies
- Non-control Investments in Financial Services Firms
- CEO-level Advisory for Transformative Events
The firm serves wealth management firms, RIAs, and innovative financial services companies, with a focus on those experiencing significant growth or change. Its advisory board includes industry leaders, and the firm is actively involved in thought leadership, with insights featured in major financial publications.
