M&A Advisory Services & Valuation Services

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M&A Advisory Services & Valuation Services

Offered by InCap Group
Chalice Exclusive
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  • Description
  • Advantage
  • Benefits

Strategic M&A advisory support for wealth management firms seeking to sell, acquire, expand or merge.

The InCap Group provides superior strategic advice to RIAs at the different inflection points of their life cycle, including M&A advice, divestitures, spinoffs, capital raises, succession plans, recapitalizations, valuations, and other strategic consulting services.  

Chalice Network Advantage

Complimentary initial telephone call with InCap investment bankers to learn about your firm and to discuss options to support your future plans.


Key Benefits of M&A Advisory Services

  • A dedicated team that will source potential partners (e.g., acquirers or target acquisitions) for your firm
  • Experienced investment banking professionals who will support the due diligence process, deal structuring, and negotiations related to your transaction
  • Seasoned bankers who will assist you with valuation questions