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)