Today's Top SOA Links
From the Wires
Advisorbox Adds DeVoe & Company to Its Family of Firms
By: Marketwired .
Feb. 13, 2013 11:30 AM
DENVER, CO--(Marketwire - February 13, 2013) - Advisorbox officially announces that DeVoe & Company has joined the Advisorbox family of firms. DeVoe & Company is a business strategy and M&A consulting firm serving financial advisors and RIAs in the wealth management and investment management community. They provide M&A solutions such as valuations, senior-level mergers and acquisitions advisory and execution services.
DeVoe & Company provides Advisorbox M&A solutions offered to both buy side and sell side firms. DeVoe & Company's team of professionals has over 50 years of combined investment banking, mergers and acquisitions experience.
"DeVoe & Company is an innovator in the M&A space. We're delighted to have them as part of the Advisorbox family and David DeVoe on our strategic leadership team," said Darin Manis, Managing Partner at Advisorbox.
Prior to launching DeVoe & Company, David served as Managing Director of Strategic Business Development at Charles Schwab Advisor Services. In this role, he developed and led Schwab's Transition Planning platform, which provides comprehensive M&A and succession planning services to registered investment advisors. During this eight-year period, he provided strategic counsel to over 300 advisors.
"We're proud to work with Advisorbox and be a strategic partner as they implement an innovative approach to helping advisors. Advisorbox is positioned to support the advisor community through consolidating resources and solutions for this segment," said David DeVoe.
Advisorbox is a national advisor solutions firm supporting individual advisors and providing supplemental advisor support for broker dealers and clearing firms. Advisorbox was started by a handful of leading advisor solution firms who believe combining resources within a family of firms and websites, and consolidating marketing efforts under the Advisorbox brand, will maximize the benefits each firm can provide advisors and financial firms.
The Advisorbox family of websites includes: Advisorbox.com, AdvisorboxDirectory.com, AdvisorboxExchange.com and is soon launching FindAdvisors.com. Advisorbox corporate offices are located in Denver and Breckenridge, Colorado.
About DeVoe & Company
DeVoe & Company is a financial services consulting firm committed to creating transformational change for wealth management and investment management advisors. We provide comprehensive strategy and M&A advisory services to help our clients accelerate their ability to achieve their goals.
Leveraging our founder's experience leading Schwab's RIA M&A consulting business and providing strategic counsel to more than 300 advisors during the past eight years, we develop and implement creative solutions tailored to each client's unique needs, goals and situation.
Web 2.0 Latest News
Subscribe to the World's Most Powerful Newsletters
Subscribe to Our Rss Feeds & Get Your SYS-CON News Live!
SYS-CON Featured Whitepapers
Most Read This Week