SkyView Partners

SkyView Partners Listing | Investment Banking | Financing
Conventional M&A financing exclusively for financial advisors.

$4,128,000 closed!An IBD in Georgia leveraged financing to complete an internal succession and refinance existing debt.A...
04/01/2026

$4,128,000 closed!

An IBD in Georgia leveraged financing to complete an internal succession and refinance existing debt.

Are you evaluating an ownership transfer for your advisory practice? Let's discuss your options: https://bit.ly/4iPVtf2

Closed: $1,546,000 Dividend RecapitalizationSkyView facilitated financing for an Indiana-based hybrid RIA, enabling the ...
03/30/2026

Closed: $1,546,000 Dividend Recapitalization

SkyView facilitated financing for an Indiana-based hybrid RIA, enabling the advisor to access liquidity from the firm's enterprise value without selling ownership.

Interested in learning more about dividend recap liquidity options?

Schedule a consultation with one of our Advisor Financing Specialists today to discuss your options: https://www.skyview.com/schedule-a-consultation.html?utm_source=facebook&utm_medium=organic&utm_campaign=loan_closing

It's closing day in Texas! An RIA secured $2.56 million in financing through SkyView Partners to fund a practice acquisi...
03/25/2026

It's closing day in Texas! An RIA secured $2.56 million in financing through SkyView Partners to fund a practice acquisition.

Are you exploring M&A opportunities? SkyView offers custom financing solutions exclusively for RIAs and independent advisors seeking to grow their practices.

👉 Schedule a consultation with an Advisor Financing Specialist today: https://lnkd.in/gR4NWJ6F

Advisors: Limited Fixed Rate Capital Available 🚨A SkyView bank partner is offering limited access to $35 million in capi...
03/11/2026

Advisors: Limited Fixed Rate Capital Available 🚨

A SkyView bank partner is offering limited access to $35 million in capital at a 6.25% fixed rate exclusively for financial advisors.

✔️ Loan amounts from $1 million to $8 million
✔️ 6.25% fixed rate
✔️ Must close by May 29, 2026

Funds are limited and expected to move quickly.

Contact us at (866) 567-6282 to learn more or get pre-approved today: https://www.skyview.com/pre-approval-questionnaire.html?utm_source=twitter&utm_medium=facebook&utm_campaign=rate_tranche

Advisory firms aren’t financed like restaurants or startups.The best lenders look at:→ Recurring revenue→ High margins→ St...
03/05/2026

Advisory firms aren’t financed like restaurants or startups.

The best lenders look at:

→ Recurring revenue
→ High margins
→ Sticky client relationships

When those are strong, acquisitions are often structured around cash flow, not personal liquidity.

That’s why many deals don’t require a down payment.

The structure matters more than the size of your checking account.

Schedule a consultation to see what you may qualify for today: https://www.skyview.com/schedule-a-consultation.html?utm_source=facebook&utm_medium=organic&utm_campaign=zero_down

Address

294 Grove Lane East, Suite 120
Wayzata, MN
55391

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18665676282

Website

https://linktr.ee/skyviewpartners

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