New Case Study with Live Oak Bank: Partial equity buy-in lending program supports G1 to G2 equity transfers.

Capital Guidance and Solutions to Support Acquisitions or Internal Expansion

Whether you need $200,000 or $200,000,000 to fund your acquisition, succession, or growth initiatives, our experts can lead you in finding the right solution.

DeVoe CapitalWorks™ is a platform that helps RIAs secure capital. We’ll help you understand your financing options, assess which of 30+ options is best for you, and introduce you to one or more providers based on your situation.

Today’s lending and capital options have mushroomed to include conventional loans, SBA loans, private equity, revenue share agreements, passive capital, patient capital, and more. The proliferation of loans and capital options is great for the RIA space, but you might be overwhelmed or confused.

That’s where DeVoe CapitalWorks comes in.

Quick and Easy Process

• Schedule a call for a brief consultation with a DeVoe expert.

• Tell us about your situation and goals – we will walk you through what we need.

• Get our unbiased guidance and an introduction to one (or more) solution providers that best fit your needs.

Resources

• DeVoe CapitalWorks Webinars: Getting Creative with Lending and Capital

• Case Study: Partial Equity Buy-In Lending Program (Live Oak Bank)

• Case Study: Revenue Participation Interest (Dynasty Financial Partners)

• Case Study: Multi-Phase Partnership (Oak Street Funding)

• Case Study: Multi-Stage Succession (Live Oak Bank)

Why We Created DeVoe CapitalWorks

DeVoe & Company helps RIAs with succession planning and acquisitions - and often these initiatives can benefit from loans. So, after doing all our homework on all the capital providers for years, we thought we should share the knowledge. We’ve identified the capital providers who focus on the wealth management industry, continue to monitor the new players and solutions, and then connect it all back to the needs of a given advisor.

So, call us, get connected to the right funding source quickly, and get back to the important work of serving your clients.

Important Note: Providers are not required to pay fees to be part of our service or to receive introductions. DeVoe & Company may receive fees from certain lending and capital providers. By design, these fees have no affect on introductions we make. We will provide specific details about fees to any advisor who engages with the program.