Financial Services Mergers & Acquisitions Expertise
In-depth industry expertise is the secret to our success at True North Mergers & Acquisitions. As a family/founder-owned business in the financial services sector, you’ll benefit from the strength of our team of industry-leading analysts, researchers, and advisors.
Get a Team of Experts on Your Side
Considering selling your CPA firm? Or perhaps you’re a financial advisor or wealth management specialist looking for a change. Or do you own and operate another type of business in this sector and are also considering a change? Then you’ll benefit from our team of industry-leading analysts, researchers, and advisors.
Several of our senior M&A advisors specialize in financial industry M&A trends with expertise in merger strategies for financial institutions, financial M&A market analysis, and acquisitions in financial services. Why go anywhere else when there’s a knowledgeable team at True North Mergers & Acquisitions who can assist you every step of the way?
As your expert guide, we’ll help with a valuation for your business and, based on your specific goals and objectives, provide you with the best options suited for you. Speak with one of our advisors today.
Speak with an Advisor
It’s Our Culture That Makes Us Different
We Take Action
Our professional advisors bring perseverance, problem-solving, and a “get it done” attitude to the table.
Our Team Works Hard & Plays Hard
We balance a strong work ethic that brings profitable results to our clients within a culture that celebrates the process.
We’re Leaders In More Ways Than One
At True North Mergers & Acquisitions, we’re a leader to our clients, a leader in the marketplace, and leaders to each other.
We Believe in Teamwork
We bring our whole selves and work as a team to deliver world-class service to our clients.
Help People First & Success Will Follow
We’re devoted to encouraging, equipping, collaborating and uplifting all who come in contact with us.
It’s All About Servant Leadership
This is the core purpose of why we exist — placing the needs of others before ourselves. Success will follow.