“DeVoe & Company helped educate us on the nuances of understanding and negotiating a transaction where everyone wins. We couldn’t have done it without them.”
— Sue Stevens - regarding her sale to Buckingham Strategic Wealth
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M&A Guidance to Support The Most Important Decision of Your Career

Buying, selling, or merging your business is potentially the most important decision you will make in your career. The magnitude of your decision is top of mind for us every day. And that’s why we are extremely focused.

DeVoe & Company is a leading boutique investment bank exclusively focused on providing M&A services to RIAs. We only work with RIAs to ensure you get the best support possible.

Achieve your goal

  • Our goal is to best achieve your goal. We continually assess how we can help you best achieve your business—and personal—goals through the transaction at hand.

  • We approach M&A like a craft, which means you’ll benefit from our craftmanship. We are relentlessly improving our technical skills, negotiation acumen, ability to leverage technology, and understanding of psychology and human nature.

Benefit from our expertise

  • Our founder is the industry’s recognized thought-leader on RIA M&A.

  • While running Schwab’s RIA M&A platform for nearly 10 years, he saw hundreds (and hundreds) of transactions up close.

  • DeVoe & Company M&A services were designed from the ground up, leveraging the team’s vast 200+ years of experience and integrating the very best concepts we’d experienced.

As a result, the introductions we make and the transactions we craft are designed to exceed your goals 10 weeks, 10 months, and 10 years down the road.

Let DeVoe & Company help you make the best, most important decision of your career.

Contact Lynn at lynn.kennerly@devoe-co.com or call
415-813-5066 x5 to schedule a time for us to talk.