Are you looking to buy or sell a company?


JC Trident M&A Search services

Are you looking to grow your company through a strategic acquisition to grow AUM or diversify your product lineup? Maybe you are looking for a path to transition out of the industry and need an exit strategy? We understand that the process of buying or selling your asset management firm is both time-consuming and overwhelming. Our Mergers & Acquisitions Search Services aims to take the mystery and anxiety out of this process. Here is how our services work:

  1. Initial Consultation- During this call we will talk to the key decision makers about where your firm currently is and where you are looking to get to. We will also get an idea of what size acquisition you are looking for, the ideal target, and your thoughts on financing. 
  2. Kick Off- After we have a mutual understanding of what you are looking for, we will send an agreement that outlines the terms & conditions of our agreement. Then we will have a "kick off" call to establish expectations and next steps.
  3. Sourcing- Then we go to work identifying firms that would be an ideal fit for acquisition or to be an acquirer (depending on your needs). We will then facilitate an introduction.
  4. Negotiation Mediation- After we facilitate an initial introduction, we will work with both sides to minimize speed bumps. Our goal is to ensure a fair an mutually beneficial arrangement for all parties involved.

We bring over 20 years of experience within the industry and thousands of contacts. Additionally, we deal with highly sensitive and complex environments every day. Our team is used to working in a pressure-packed, confidential environment. 

If you are interested in learning more about our search services and how we can help your company meet your goals, then click the link below to schedule a free consultation.