Unlock Your Firm’s Potential: Partnership for Exceptional Growth

You’ve built a successful advisory practice, and you’re looking towards the future – growth, autonomy, and a secure legacy. We understand.

At Thayer Partners, we’re not just looking for acquisitions; we’re seeking strategic partnerships with independent advisors who share our vision for a thriving, collaborative future.

Imagine:

  • Building Generational Wealth: Realizing the full, long-term value you’ve created in your firm.

  • Maintaining Your Independence: Continuing to run your practice on your terms, with the freedom you value.

  • Securing Your Succession: Implementing a strategic plan that aligns with your unique goals and timeline.

  • Becoming Part of Something Bigger: Joining a rapidly growing, advisor-led Registered Investment Advisor (RIA) poised for significant collective value.

Our Partnership Offers:

We believe in empowering our partners. Here’s how we grow together:

  • Shared Success Through Equity: Opportunity for equity ownership in rapidly growing RIA, aligning our interests in long-term value creation.

  • Your Vision, Your Control: Maintain complete autonomy over your practice – your clients, your team, your approach, and your timeline for transition.

  • Client Acquisition Support: Access to Thayer’s proven Organic Growth Program, designed to accelerate your firm’s expansion.

  • Flexible Succession Planning: We work with you to develop a succession strategy that meets your individual needs, aspirations, and timeline.

  • Removing Operational Burdens: Reclaim your time by leveraging our comprehensive operational support, including:

  • Integrated and Robust Technology Platform
  • Dedicated Compliance Resources
  • Responsive On-call IT Support
  • Proactive 24/7 Cyber Security
  • Expert Investment Consulting with our in-house CIO/CFA
  • Optional Outsourced CIO Services
  • Strategic Insights & Collaboration: Benefit from the guidance of our Advisory Board of industry leaders and connect with peers through our weekly Advisor Council and quarterly Investment Roundtable.

This isn’t about a quick transaction. It’s about building something enduring together. If you’re an independent advisor looking for a partnership that respects your autonomy while amplifying your growth potential and securing your firm’s future, we invite you to explore the possibilities with us.

Let’s have a conversation about how our shared vision can create exceptional outcomes.