Entity Acquisition

NovaSource is representing several institutional buyers interested in acquiring broker dealers, registered investment advisors, financial planning agencies (specializing in annuities) with assets between $25 million dollars to over $1 billion dollars.

We represent companies on both the buy and sell side with the following traits:

Broker Dealers
Assets $250 million+
Representatives 150+
Asking Price $2-$15 million

Registered Investment Advisors
Assets $100 million+
Asking Price $2-10 million+

Agencies
Sales $50 million+
Asking Price $1-5 million+

Get Started Today - Fill out our Buyer / Seller Profile form to start the process

For Buyers and Sellers

Please Contact NovaSource Corp and let us know what you are interested in accomplishing. We will aid you through out the whole process. From initially matching your parameters with buyers and sellers, lead qualification, and the final close of the deal, NovaSource will help guide you through the whole cycle. All shared information will be completely confidential. We will only discuss potential buyers and sellers with you that are have qualified, thus saving you time otherwise wasted. Contact us or send an email with to discuss the possibilities. Please include all relevant information such as your full name, email address, phone number, and vital business statistics.