Investment Banking for
Financial Services & Insurance
Sell-side advisory built for financial services and insurance businesses
As featured in
Selling your Financial Services & Insurance Business Should be Easy
When it's time to sell your financial services or insurance business, OffDeal connects you with strategic acquirers, private equity platforms, and consolidators across RIAs, wealth platforms, payment processing, and insurance. Whether you run a fee-based advisory or a payments business, we position your recurring revenue, AUM, and carrier and custodian ties to drive competitive offers. Selling your financial services business is one of the most personal decisions you'll make — the next chapter for the team and clients you built it with. Our success-based fee keeps us aligned: we succeed only when you do.
Personalized buyer list
Private equity and corporate buyers
Financial Services & Insurance Sectors We Serve
Sector-specific expertise to maximize your exit
Buyer Match Tool
Find Real Buyers for Your Financial Services & Insurance Business
See which companies are actively acquiring businesses like yours from our database of 100,000+ M&A deals. 100% confidential - no contact info required.
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What OffDeal
Customers Have to Say
OffDeal's professionalism blew me away—Ori and his team helped me build a rock-solid business plan and negotiate with confidence.
Mary L. Motley
OffDeal found a private equity buyer for my HVAC business in just 16 days—it was truly a miracle.
Sheldon Young
I wasn't sure my business would appeal to most buyers, but OffDeal got 71 NDAs signed and delivered four firm offers!
Steve Barnes
FAQ's
Answers to frequently asked questions.