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$15.04 Team Brings in $119m All In Offer

Key Data

Top line revenue - $15.04m
EBITDA - $6.52m
AUM - $2.3B

High Level Offer Details

Full Acquisition 

Sell and Stay Model


$14.6m paid in cash at closing

$19.5m equity 

$11.4m advisory transition payment*

$13m brokerage transition payment**

$9.7m retention payment paid on 2nd anniversary*** 

$9.7m retention payment paid on 3rd anniversary**** 

$13m earnout payment paid on 4th anniversary*****

$27.7m payable upon retirement******

Disclosures

*Assuming at least 95% advisory asset conveyance
**Assuming at least 95% brokerage asset conveyance
***Assuming T12 revenue is equal or greater than closing revenue
****Assuming T12 revenue is equal or greater than closing revenue
*****Assumes a 10% CAGR
******Assumes a successor is in place

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