Investment Banking for
RIAs (Registered Investment Advisors)

M&A built for registered investment advisors and wealth advisory firms

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Selling your RIAs (Registered Investment Advisors) Business Should be Easy

When it's time to sell your RIA, OffDeal connects you with strategic acquirers, PE-backed wealth platforms, and consolidators rolling up registered investment advisors across the country. Whether you run a fee-only advisory practice or a hybrid RIA, we position your recurring AUM, advisory fee mix, client retention, and custodian relationships to drive competitive offers. Selling the business you built is one of the most personal decisions you'll make — the next chapter for the team and clients behind it. Our success-based fee keeps us aligned: we succeed only when you do.

  • Personalized buyer list

  • Private equity and corporate buyers

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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

Mary L. Motley

OffDeal found a private equity buyer for my HVAC business in just 16 days—it was truly a miracle.
Sheldon Young

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

Steve Barnes

FAQ's

Answers to frequently asked questions.