David Selig

M&A Adviser | I-Banker | Wealth & Asset Management Sectors | #RIA | Featured Speaker

[David Selig @ADP_CEO]

@SanzeriBaseball @FlatgroundApp Another day at the office for my boy @GrantSelig

[Nick Sanzeri @SanzeriBaseball]

Buy-in is about trust. Invest your time, but don’t forget to invest your emotions. Get in the trenches with your guys.

Build the strength of the relationship from the ground up, the same way you’d build the delivery.

@FlatgroundApp

[David Selig @ADP_CEO]

We are honored to have served as exclusive transaction advisor to Sadoff Investment Management (“SIM”) on its sale to @WealthEnhance. Based in Milwaukee, WI, SIM is a leading wealth management firm with over $1.6bn in assets under management. https://t.co/6F20YPMLGp

[David Selig @ADP_CEO]

We are thrilled to have served as Medallion Wealth Management's exclusive advisor on this exciting transaction!

[David Selig @ADP_CEO]

We are honored to have served as exclusive transaction advisor to Thompson Wealth Management (“TWM”) on its sale to Lexington Wealth Management, a @HightowerAdvsor firm. Based in Concord, MA, TWM is a leading wealth management firm with $350 million in assets under management.

[David Selig @ADP_CEO]

Why CI is changing its deal structure for RIA buys | Citywire https://t.co/PJb7qwzCkh

[David Selig @ADP_CEO]

Aggregators believe their spectacular M&A run is just beginning | Citywire https://t.co/41X9GTSmJH

[David Selig @ADP_CEO]

Gearing up for another round table lunch for @dimensional

[David Selig @ADP_CEO]

@AdvisorGrowth @dimensional Likewise, @AdvisorGrowth !

[David Selig @ADP_CEO]

@rchusker So awesome, Ron!

[David Selig @ADP_CEO]

Primed & ready for our discussion tomorrow. Appreciate our hosts, @dimensional #valuation #dealstructure

[Citywire RIA @CitywireRIA]

The latest deal for @CarsonGroupLLC is a minority investment by @CarsonWealth in a $315m Bay Area firm: https://t.co/dacdP2CwLp

[David Selig @ADP_CEO]

Thrilled for our client Grooms WM for their transaction with @rchusker and @CarsonGroupLLC. A year of discussions through COVID couldn't stop this great partnership from forming! https://t.co/pHQVIEax4a

[David Selig @ADP_CEO]

Thrilled for our client, Bedell Frazier, for their txn with Bluespring Wealth Partners—case study for the merge-to-grow strategy. https://t.co/9lV2ZXLWzW

[David Selig @ADP_CEO]

https://t.co/DSb7YNlYr0

[David Selig @ADP_CEO]

PE firm Berkshire Partners takes stake in $7bn EP Wealth | Citywire https://t.co/drY5klkat6

[David Selig @ADP_CEO]

Creative Planning buys $1.7bn Atlanta RIA | Citywire https://t.co/FaqI7QRdU3

[David Selig @ADP_CEO]

Hightower Advisors inks 5th M&A deal this year, hints more to come | Financial Planning https://t.co/g6cv1sNVP6

[David Selig @ADP_CEO]

Ex-UBS advisor Steven Mitchell, who oversaw $2 billion, joins RIA breakaway firm Procyon Partners | Financial Planning https://t.co/9EDBdgzL0w

[David Selig @ADP_CEO]

Thomas H. Lee gets second bite at an advice roll-up in backing Brookstone's buy of Jason Wenk's $3-billion TAMP -- with Altruist tie-in to be determined | RIABiz https://t.co/XnNgKf6jRO