Queenston is currently working with many clients for Valuations; Succession Plans/Exit Strategies; Dealer to Dealer Transitions; and Mergers and Acquisitions. For more information about these services and other information – visit www.queenston.net.
Some of our current projects include:
- Advisor seeking a Succession Plan. $60 million AUM. MFDA. Interior. Sell 25% per year.
- Advisor selling a $90 million AUM currently in LOI stage.
- Advisor on MFDA platform with $30 million AUM seeking buyer and/or Succession Plan.
- Advisor Insurance only with $20 million AUM seeking buyer and/or Succession Plan.
- Advisor with $100 million AUM (MFDA) wanting a Partner/Succession Plan.
- Advisor with $80 million AUM looking for a Successor / Exit Strategy.
- Insurance business with $150,000 in Revenue – currently in LOI stage.
- For Sale – Advisor with fee business generating $220,000 in referral fees in GTA.
- Advisor with IIROC business $50 million AUM – sale and stay on with contract in GTA.
Are you a Portfolio Manager or qualified to be a PM? We may have an opportunity for you.
Interested in these or other opportunities? Let s talk.