Your client's biggest liquidity event shouldn't happen without you.
‍Most business owners have never had a serious conversation about what their company is worth. Our investment banking team can provide your client with real-time market insights and introductions to the right buyers.

‍What your client gets
A view on what the business is worth today, and who the realistic buyers are. No cost to them at any stage. If there is a fit within our buyer network, we're paid by the buyer, not the seller.

‍What you get
You stay at the center of the transaction, in the best position to capture more client AUM. When a deal closes, you earn a 20% share of our fee.

‍How it starts
Provide your client's name and industry to Ethan Nessim (enessim@kingswoodus.com). We'll schedule an introductory conversation with you directly.

‍Best fit
Founder and family-owned businesses doing at least $750,000 of annual profit.

We are happy to provide insight on any industry but best fits include:Home and commercial services, healthcare services, business sand industrial services, niche manufacturing.

Not sure if your client qualifies? Reach out and ask.

Ethan Nessim - Advisor Investment Banking Liaison
‍enessim@kingswoodus.com
‍O: (646) 568-4522 M: (917) 922-4555