B. MOSES ASSET MANAGEMENT
Adviser M&A Services
We believe in partnerships

Flexible solutions to help financial advisers and accounting practices achieve seamless transitions and sustainable growth through strategic mergers and acquisitions. 

Partnering with you, we address today’s challenges, enhance practice health, and improve operational efficiency in a supportive and secure environment.

Partner with us to secure your legacy, achieve sustainable growth, and enhance practice value through strategic M&A.

We are growing our private wealth division & aim to serve more clients by partnering with the right advisers & practices through a strategic M&A initiative. Partner with us to secure your legacy, achieve sustainable growth, and enhance practice value. Together, we can discover synergies, serve your clients effectively, and drive practice value through strategic M&A.

Considering succession planning or retirement?

Ensure a smooth transition and secure your legacy with our private wealth arm.

Partner with Us

M&A Succession Planning

Partner with Us for your M&A succession planning and leverage our advisory and investment expertise to achieve sustainable growth and expand your client base.

Value-Driven Partnership

By partnering with us, you gain access to a wealth of resources and expertise, enabling you to continue delivering exceptional value to your clients while achieving your financial objectives.

Why Partner with Us for Your Investment & Succession Planning Needs?

Financial advisers and practice managers interested in growing through M&As can discuss their growth strategies with us.

Additionally, our specialist team provides comprehensive guidance on the end-to-end M&A process. We offer expertise in key strategic and financial areas, including financial and legal due diligence, debt and equity financing, investment management, restructuring, and financial technology. This support ensures they can effectively navigate their practices after an acquisition or merger.

By partnering with us, financial advisers can ensure a seamless transition, access expert guidance, and enhance their client offerings, ultimately securing their legacy and achieving their professional goals.

We are dedicated to building long-term relationships with our partners. Our commitment to your success means we provide ongoing support and resources to help you achieve your business objectives and deliver outstanding service to your clients.

We work closely with financial advisers and practice managers to develop and implement growth strategies that align with their goals. Our partnership approach fosters strategic growth, allowing you to scale your offerings and expand your client base effectively.

Our specialist team offers end-to-end support on key strategic and financial issues, including financial and legal due diligence, debt and equity financing, investment management, restructuring, and financial technology. This comprehensive approach ensures you navigate the complexities of mergers and acquisitions with confidence.

We offer flexible investment management services, M&A succession planning solutions, and financial product solutions designed to help advisers scale their offerings. Our expertise in M&As, alternative investments (including private credit), and portfolio construction and management provides the additional support advisers need to deliver exceptional value to their clients.

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understand the market

Our core services and depth of experience extend to securities and derivatives, international portfolios, equity capital markets, alternative assets, private debt, and capital advisory services.

Build People's Dreams

Our broader service offerings has been designed after following tested strategies, not products. As a client, we’ll provide 24/7 access and regular reporting.

Understand Asset Classes

Exposure to the major asset classes including equities, fixed interest , ETFs, managed accounts, managed funds, alternative investments, property-based assets (direct/managed fund), private debt investments and portfolio management.