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 and deepest knowledge possible. Working side-by-side with you on your critical business decision, we act as ‘therapists with spreadsheets’. We tear apart the quantitative and strategic elements of the most complex transactions while minimizing the emotional roller coaster related to negotiations and parting with a firm one has spent decades nurturing into a vibrant business. We prepare you to optimize your position, be it as a buyer or a seller.

Our approach is grounded in methodical and analytically rigorous techniques, which means we are able to quantify and create consensus around the company’s valuation and economic deal structure.

DeVoe & Company has created a methodical, well-orchestrated approach to take you through the complexities of a transaction:

• Strategy & Planning

• Outreach & Engagement

• Negotiation & Transaction