Please complete the CAPTCHA to continue
@eveo.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
David Selig is listed as Founder @ Advice Dynamics Partners, LLC | Wealth Management M&A Expert at Advice Dynamics Partners, LLC, based in Mill Valley, California, United States. AeroLeads shows a work email signal at eveo.com and a matched LinkedIn profile for David Selig.
David Selig previously worked as CEO, Founder at Advice Dynamics Partners, Llc and Vice President, Sales at Pershing Advisor Solutions Llc. David Selig holds Mba, Strategy from Columbia Business School.
This section adds company-level context without repeating David Selig's masked contact details.
AeroLeads found 1 current-domain work email signal for David Selig. Compare company email patterns before reaching out.
Mergers & acquisitions (M&A) advisor and succession planning expert to wealth & asset managers (RIAs) with $1M - $60M in revenue. Advise on internal recapitalizations, acquisitions, minority or control sales to outside investors, as well as mergers. Specialties: Developing merger, acquisition and succession strategies with laser-like focus on client needs. Understanding the investment models of 30+ permanent capital and private equity investors and helping clients choose the right partner. Performing valuations, deal structuring and negotiations for wealth advisory clients. Subject matter expert on the dynamics within the RIA industry. Frequent industry speaker.
Listed skills include Mergers And Acquisitions, Investments, Financial Services, Due Diligence, and 26 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Mill Valley, California, Us
Founder of M&A consultancy focused on middle market financial advisory firms.Manage all stages of transactions for buy-side and sell-side clients.Create comprehensive succession plans for financial advisory firms.Authored a white paper on valuations and deal structuring for Schwab Advisor Services.Perform valuations, targeting, due diligence, and negotiations.Lead a team of M&A professionals.
Jersey City, New Jersey, Us
Provided asset custody solutions to registered investment advisors (RIAs)Served as a trusted adviser to wealth managers, money managers, financial planners, and family offices Leveraged the global capabilities of parent company, Bank of New York Mellon
Private equity, other strategic projects
San Francisco, Ca, Us
Corporate development, technology sector
Worldwide, Oo
Corporate acquisitions and dispositions due diligence
Managed a team of IT professionals in a large account environment.
Quick answers generated from the profile data available on this page.
David Selig works for Advice Dynamics Partners, LLC.
David Selig is listed as Founder @ Advice Dynamics Partners, LLC | Wealth Management M&A Expert at Advice Dynamics Partners, LLC.
AeroLeads has found 1 work email signal at @eveo.com for David Selig at Advice Dynamics Partners, LLC.
David Selig is based in Mill Valley, California, United States while working with Advice Dynamics Partners, LLC.
David Selig has worked for Advice Dynamics Partners, Llc, Pershing Advisor Solutions Llc, Luster National, Inc., Eveo, and Deloitte Consulting.
You can use AeroLeads to view verified contact signals for David Selig at Advice Dynamics Partners, LLC, including work email, phone, and LinkedIn data when available.
David Selig holds Mba, Strategy from Columbia Business School.
David Selig is listed with skills including Mergers And Acquisitions, Investments, Financial Services, Due Diligence, Private Equity, Management, Valuation, and Financial Advisory.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts