.png)
The Financial Service Industry’s Trusted M&A Advisor
Working With:
-
Wealth Advisors
-
Retirement Consultants
-
TPA, Insurance and Accounting Firms
120+
M&A Engagements Completed
$2.5B+
Deal Value Represented
100+
Buying Firms Actively Tracked
What We Do
M&A Advisory
Representing your firm through a sale, merger, or acquisition
Valuations & Financial Benchmarking
Providing a current market-based valuation of your business, while providing data and insights around strengths, weaknesses, and opportunities
Business Strategy & Planning
Bringing the market understanding and know-how to help improve performance, position your firm for real competitive advantage, and increase long-term enterprise value
What Makes Wise Rhino Different From Other M&A Advisors
We Get Amazing Results For Our Clients:
Getting a great financial outcome for our clients is truly only part of the story. We pride ourselves on helping clients find the absolute best partner. A partner they are proud to be part of and where they will thrive in the future. We start the process with a broad group of differentiated choices, narrow the list after initial meetings, go very deep and detailed with a smaller group of finalists so all of your questions are answered and concerns addressed. You choose the best partner for you, and we make the deal great.
We Actually Care:
We stay with you from the beginning of your journey to the very end and beyond. You won't start with a senior partner and then be quickly handed off to a team of junior associates. You will stay with the same Wise Rhino senior partners for the entire process. We've successfully guided many past clients, but we never forget this is a once-in-a-lifetime journey for you. You are an entrepreneur, and we know even considering a change can create strong emotions. There will be ups and downs but we will be there to help and guide you at every step.
We Charge a Reasonable Fee:
We run our business the way you run yours. We are efficient, don’t pay huge overhead for a big city downtown office and we are extremely conscious of keeping our fees reasonable for our clients. Typically, we are half the cost of our competitors. We don’t charge fees on earnouts, we don't require a retainer, and we don't get paid unless you do. We treat our clients the same way you treat yours.
The Story Behind the Name
One of our original partners, Dick Darian was a very successful high school and college football defensive lineman. He was often described by those trying to stop him as “A charging rhino”. After Dick's 40+ years and Peter’s 30+ years in financial services a little bit of wisdom was collected as well thus the “Wise Rhino” moniker was born. We often joke if we knew how well it was going to go we would have perhaps named it something a little fancier.