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Unlock The Future You’re Building
We help you navigate your most important transition to find the right partner and the future you envision for your firm.
How We Help
The Decision That Defines Your Firm—Executed with Insight and Experience.
The right M&A outcome balances price, control, and culture. We draw on more transactions and knowledge to deliver greater value and long-term success.
Sell-Side Engagements
Designed for owners preparing to sell their business, this work balances liquidity, succession, and continuity—guiding buyer selection and execution to deliver value and the right partner.
Buy-Side Engagements
You’re pursuing growth through acquisition and want to do it thoughtfully. This engagement supports strategy development, opportunity sourcing, fit evaluation, and transaction structuring for long-term success.
Merger Engagements
Considering a combination of equals can be complex. Our work helps leaders assess culture, governance, and economics, providing advisory support to build a lasting, well-aligned partnership.
Our Process
Your Path to the Right Partner
A proven approach that elevates evaluation and decision-making across every stage of the M&A journey.
Strategize
Define goals and craft your authentic story
Connect
Identify, evaluate, and meet with top candidates
Select
Choose your optimal partner
Negotiate
Determine the best terms and deal structure
Delivering Results
Partnerships We've Proudly Supported
DeVoe CapitalWorks™
Capital Solutions for Growth and Acquisition
DeVoe CapitalWorks™ is a structured platform designed to help RIAs understand financing options, evaluate lender fit, and secure capital aligned with acquisition or growth objectives.
Overview
Watch the video to learn more about DeVoe CapitalWorks™.
Schedule a Call
Brief consultation with a DeVoe expert.
Explain Your Goals
Tell us about your situation and goals – we will walk you through what we need.
Get Our Unbiased Guidance
Get our unbiased guidance and an introduction to one (or more) solution providers that best fit your needs.
CapitalWorks™ Resources
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.
SPECIALIZED SOLUTIONS FOR RIAS
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Consulting
Firms often face pivotal decisions that shape their future. We provide the experience, insight, and proven process to guide your firm toward lasting value.
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Valuation
Understanding your firm’s value is the first step toward unlocking its full potential. We turn knowledge into power that drives real, lasting value.
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Growth
Sustainable growth requires focus and commitment. We help you design and implement repeatable growth engines that drive scalable, sustainable performance.
Proven Success
Hear From the Leaders We've Advised
C.J. Rendic
Chief Executive Officer
Parallel Advisors
"DeVoe & Company was the perfect partner—connecting us with a firm that shared our values and guiding us every step of the way."
Sue Stevens
Regarding her sale
to Buckingham Strategic Wealth
"DeVoe & Company was the perfect partner—connecting us with a firm that shared our values and guiding us every step of the way."
Tony D’Amico, CFP®
Founder & CEO
Fidato Wealth LLC
"DeVoe & Company was the perfect partner—connecting us with a firm that shared our values and guiding us every step of the way."
“DeVoe & Company has the team, approach, and broadest set of capabilities. They are our long-term thought partner.”
“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.”
“This Growth Accelerator is great not only for tactical strategy, but also for providing insights into the growth mindset required to execute it.”