For RIA acquirers and roll-up platforms

Know which RIA owners are ready to transact. Reach them before the banker does.

The owner approaching a decision looks identical to the one who'll never sell, until the banker's email lands in everyone's inbox at once. We score the signal before a process starts, and rank the firm worth your quarter to the top.

01 / The Problem

Where deals slip away

The best firm you could have acquired this year went to a banked process. You never saw it coming.

Two things quietly cost you deals every quarter. You feel both, even if you've never named them.

01So you wait, and arrive late

You can't see who's ready to transact

The owner approaching a decision looks identical to the one who'll never sell, until the banker's email lands in your inbox alongside everyone else's. The signals exist, buried across ADV, succession patterns, and ownership changes, but not where you can act on them.

Which firm is ready to sell?Unresolved

Meridian Capital · $400MPossible

Meridian Advisors · $380MPossible

Meridian Wealth Grp · $410MPossible

?Can't tell which

One of these owners is deciding right now. You can't tell which.

02Right when you build it, wrong when you call

And the picture rots before you act

You spend months building a clean view of a target, and it starts decaying the moment you save it. Owners change, AUM moves, succession intent shifts. By the time you make your approach, half of what you knew is fiction, and nothing warned you.

Same owner? Same AUM? Same intent?Rotting

One recordT0later

Owner✓Confirmed

AUM band✓Current

Succession✓No successor

Firm✓Active

Accurate the day you built it. Fiction by the time you act.

Net effectWaiting on banker flow, tracking owners on data that's already wrong.

02 / The Signal

The signal between sources

The owner ready to transact is hiding in plain sight.

No list flags them. But the tell is in the shape of the firm and where it sits in its lifecycle, four signals our engine scores continuously. Watch them combine.

Succession pressure

Aging principal, no internal successor

A book that needs a home

Scale signal

In the prime acquirer AUM band

Big enough to matter

Structure signal

Control or registration shifts in ADV

Pre-transaction movement

Corridor momentum

Comparable firms transacting nearby

A consolidating market

RecordUnresolved

An RIA owner in your market

Invisible until the banker emails you

READY

Ready to transact, and no process has started

03 / Reach & Stay True

One living loop

Knowing the firm means nothing if you can't reach the owner.

Reaching them is one stage of a loop that compounds. Every verified channel, every outcome, feeds the next quarter's queue.

Target

Ranked by who's nearing a decision.

Reach

Verified channels, straight to the owner.

Work

Every touch and outcome, captured.

Sharpen

Each deal tunes tomorrow's queue.

↻Loops back, sharper

Reach · liveM.C. · ranked ready to transact

Personal email

Personal inbox

✓Verified

Mobile

Personal mobile

✓Verified

Office line

Front desk

✕Goes nowhere

LinkedIn

Profile match

✓Verified

→What's left actually connects, straight to the owner.

The differenceA bought list rots in a deal tracker. This gets sharper every owner you touch.

04 / Why Now

The math, and the wave

One acquisition pays for the system many times over. And the wave is breaking now.

This isn't a close call. Here's the math, and the consolidation wave that means more targets in play than ever.

Per acquisition

$M+

The value of a single close, so one deal covers years of sourcing many times over.

Why there are more in play than ever

466

Deal volume

Wealth management transactions in 2025, up 27% year over year.

~37%

Retirement wave

Of advisors retiring within the decade, every exit a firm in play.

102

Active buyers

Acquirers competing for deals, a record, so getting there first is everything.

Bottom lineOne close pays for years. The consolidation wave hands you the rest.

Start

See it on your own targets

See which owners are ready to transact, before the banker does.

Start with a call. Hand us a slice of your own target list and we'll resolve it, verify every owner and channel, and show you the firm worth your quarter, ranked before a process starts.

Book a strategy call↗

Your own list