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Two RIA M&A firms merge -- sort of -- when they're not competing head-to-head

Park Sutton and Advice Dynamics Partners are trying out the power of two, without too much heavy paperwork

Author Brooke Southall January 19, 2016 at 6:20 PM
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David Selig: We worked to figure out what to do when both firms competed for the same clients. Finally, we just decided to compete.


Mentioned in this article:

Park Sutton Advisors, LLC
Mergers and Acquisition Firm
Top Executive: Steven Levitt



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