Calder Capital has been retained to assist our client (“Company”), a Michigan-based, midsized community bank, with its strategy to acquire businesses in the wealth management/financial planning spaces. The Company focuses on the financial needs of individuals, families, and businesses.
Target: Independent financial planning and wealth management firm
Geography: West Michigan; Central Michigan
Revenue: Up to $5,000,000
Deal Structure: The Acquirer is flexible regarding deal and compensation structures that would allow prospective owners to transition over time.
Management Situations: The Acquirer would prefer a target whose management is willing to stay on and transition over time.
About the Company
Founded over 100 years ago, the Company has been a staple in the West Michigan banking industry. The Company provides services for commercial banking along with servicing individuals’ financial needs and future financial goals. The Company helps their customers with services ranging from simply opening their first savings account to formulating a complex protective trust.
The Company has combined innovative offerings and broad capabilities with an experienced management team and deep industry knowledge to become one of the leaders within the banking space. The Company continues to deliver excellent customer service, which has been a hallmark of its success since inception.
The Company is now looking to leverage its infrastructure and years of expertise in both the banking and wealth management sectors to further scale the business via synergistic acquisitions and partnerships. It is looking for opportunities with businesses that (a) are involved in the financial planning/wealth management fields, (b) are independently owned/operated, and (c) are located within West/Central Michigan.
If you are interested or know of a potentially interested party, please fill out the form below or contact: