At Fusion Financial Partners, we understand a transaction represents a unique event – a once-in a-lifetime for most clients.
As such, we focus on providing informed, confidential, highly-personal advice, tailored to each clients’ particular situation. We accomplish this by ensuring senior level involvement from beginning to end, and by undertaking a selected number of engagements.
Fusion serves asset managers, wealth managers, breakaway advisors, community and regional banks, broker-dealers, fund administrators, and other related financial services businesses.
- Sell-side advisory
- Buy-side advisory
- Acquisition searches
- Strategic advice & capital raising
- Sales & divestures
- Joint ventures and strategic alliances
- Due-diligence assistance (transactions, risk reduction, deal execution technicalities)