David Selig

David Selig Email and Phone Number

Founder @ Advice Dynamics Partners, LLC | Wealth Management M&A Expert @ Advice Dynamics Partners, LLC
David Selig's Location
Mill Valley, California, United States, United States
David Selig's Contact Details
About David Selig

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.

David Selig's Current Company Details
Advice Dynamics Partners, LLC

Advice Dynamics Partners, Llc

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Founder @ Advice Dynamics Partners, LLC | Wealth Management M&A Expert
David Selig Work Experience Details
  • Advice Dynamics Partners, Llc
    Ceo, Founder
    Advice Dynamics Partners, Llc Jul 2008 - Present
    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.
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  • Pershing Advisor Solutions Llc
    Vice President, Sales
    Pershing Advisor Solutions Llc May 2007 - Jun 2008
    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
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  • Luster National, Inc.
    Managing Director
    Luster National, Inc. Oct 2003 - Apr 2007
    Private equity, other strategic projects
  • Eveo
    Sr. Director Of Business Development
    Eveo Apr 2000 - Jun 2002
    San Francisco, Ca, Us
    Corporate development, technology sector
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  • Deloitte Consulting
    Senior Consultant
    Deloitte Consulting Jun 1997 - Mar 1999
    Worldwide, Oo
    Corporate acquisitions and dispositions due diligence
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  • Dataflex
    Director
    Dataflex 1992 - 1996
    Managed a team of IT professionals in a large account environment.

David Selig Skills

Mergers And Acquisitions Investments Financial Services Due Diligence Private Equity Management Valuation Financial Advisory Mergers Business Strategy Succession Planning Corporate Development Strategy Financial Modeling Public Speaking Business Planning Alternative Investments Business Development Executive Management Start Ups Entrepreneurship Investment Advisory Strategic Consulting Investment Management Company Acquisitions Asset Managment Strategic Financial Planning Management Consulting Venture Capital Strategic Partnerships

David Selig Education Details

  • Columbia Business School
    Columbia Business School
    Strategy
  • Uc Santa Barbara
    Uc Santa Barbara
    Film Studies

Frequently Asked Questions about David Selig

What company does David Selig work for?

David Selig works for Advice Dynamics Partners, Llc

What is David Selig's role at the current company?

David Selig's current role is Founder @ Advice Dynamics Partners, LLC | Wealth Management M&A Expert.

What is David Selig's email address?

David Selig's email address is da****@****ail.com

What schools did David Selig attend?

David Selig attended Columbia Business School, Uc Santa Barbara.

What are some of David Selig's interests?

David Selig has interest in Children.

What skills is David Selig known for?

David Selig has skills like Mergers And Acquisitions, Investments, Financial Services, Due Diligence, Private Equity, Management, Valuation, Financial Advisory, Mergers, Business Strategy, Succession Planning, Corporate Development.

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