SkyView Partners @SkyViewPartners
Listing | Investment Banking | Financing | Conventional M&A financing exclusively for financial advisors. linktr.ee/skyviewpartners United States Joined March 2018-
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Starting September off with a closing! A Texas-based hybrid RIA secured financing through SkyView to fund an internal succession. We’re proud to help advisors achieve long-term continuity and growth with financing solutions built exclusively for RIAs and independent advisors.
Excited to host our annual Bank Partner Symposium at SkyView HQ! Representatives from banks across the nation will be in attendance for a day of collaboration and alignment. Together, we’ll explore ways to enhance efficiency and strengthen the support we provide to advisors.
Now collecting IOIs from depositories interested in reviewing Project LIFTOUT. - 94 loans across 63 borrowers - $27MM + depository opportunity - LTEV: 49.6% - DSCR: 2.22x - Avg. Rate: 6.96% - Remaining Term: 42 months (avg) Email [email protected] to submit interest.
It's closing day in Wisconsin! SkyView Partners facilitated $2,055,000 in fixed-rate financing to support a hybrid RIA’s internal succession, keeping the business in trusted hands. Thinking about your next M&A transaction? Let’s talk financing: bit.ly/3HBYBOZ
SkyView wrapped up July with a big day in financing for advisors: 💼 $2.3M - Acquisition Financing for a CAHybrid 💼 $178k - Revolving LOC for the same CA firm 💼 $3.1M - Succession Financing for a FL RIA 💼 $940k - Acquisition Financing for another CA Hybrid Total: $6.6M!
A Maryland-based hybrid advisory firm secured $1,330,000 in financing to acquire another practice! The loan was facilitated by SkyView and funded by one of our trusted Bank Partners.
🎙️Podcast Feature: SkyView Managing Partner, Aaron Hasler, on "Buy, Sell, Plan: The Business of Advisor Succession" by Dimensional Fund Advisors Learn about financing options, common roadblocks & insights for founders and future firm leaders. 🎧Tune In: bit.ly/4f25ZPX
Another deal closed! SkyView Partners facilitated a $2,533,000 acquisition loan and a $350,000 line of credit to help a Virginia RIA scale its firm.
Fueling growth in Massachusetts! A hybrid RIA utilized $1,866,278 in financing through SkyView for a practice acquisition and to refinance existing debt.
Another successful loan closing! A Florida-based hybrid RIA secured financing through SkyView Partners to execute an internal succession. We're proud to support advisors in achieving long-term continuity and growth.
Wrapping up the week with a successful loan closing: A hybrid RIA based in Michigan secured $2,040,000 in financing through SkyView to fund an internal succession. Looking to explore financing options for your firm’s next chapter? Book a consultation 👉 lnkd.in/gMkFUUq5
Just Closed: A Pennsylvania hybrid advisory firm locked in a $1,186,250 loan through SkyView to fund a partial internal succession. Looking for a financing partner who understands your business? Visit skyview.com to learn more, or give us a call at (866)567-6282.
We are kicking off the month of June with a loan closing for a South Carolina hybrid! This firm utilized an $859,000 conventional loan to finance an internal succession. Planning a succession? Schedule a consultation with a financing specialist today: bit.ly/3H5YPNQ
Financing secured! A Washington-based hybrid obtained a $5.22M loan through SkyView to fund a practice acquisition. Looking to grow your firm? Our team delivers tailored capital solutions and expert guidance to help you scale with confidence. bit.ly/3H5YPNQ
Just closed! A New Jersey hybrid secured $2.67M in financing through SkyView to power their latest acquisition. Ready to expand your own practice? With advisor-focused advice and capital, we can help you navigate the next step. Schedule a consultation bit.ly/4iPVtf2
Most advisory firms are losing money and don’t even know it. It’s not the market; it’s the comp plan. Join SkyView & XFA for a FREE online workshop built to help financial advisors fix the most common silent profit leaks: outdated or misaligned compensation. BONUS: All attendees…
Starting the week off with a $7,619,000 loan closing for an Illinois Hybrid! This fixed rate term loan was utilized for internal succession. Whether you are thinking about funding an acquisition or refinancing debt, SkyView is here to help. Call us today at (866)567-6282 or…
$1,569,000 loan closing for an Washington Hybrid! This fixed rate term loan was utilized for internal succession. Whether you are thinking about funding an acquisition or refinancing debt, SkyView is here to help. Call us today at (866)567-6282 or schedule a consultation to…
No April fools here! Just starting the month out with a $3,093,000 loan closing for a Michigan Hybrid! This fixed rate term loan was utilized for internal succession. Whether you are thinking about funding an acquisition or refinancing debt, SkyView is here to help. Call us today…
Finishing the month strong with not one but two loan closing today! Excited to announce the closing of a $4,662,000 loan for a Massachusetts RIA! This fixed-rate term loan facilitated an internal succession. Secondly, another Massachusetts RIA closed on a $1,250,000 fixed-rate…
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