Bridgemark Strategies made an announcement about the opening of the independent consultancy for various independent financial advisors along with financial advisory firms catching calculated planning, implementation and advice in the business as well as human capital transitions. This is led by three experts from industry Bridgemark will render required advice to broker-dealers, registered financial advisors, investment adviser firms along with retail financial advice industry.

It all started from changing the broker-dealers or initializing an RIA, to executive recruiting for various home office teams of the independent firms, to construct and execute the succession strategies, Bridgemark have professionals, providing a complete solution to a national client base which is genuinely based on long-term, planning considerations. By complementing the offering, Bridgemark distribute extensive M&A solutions for independent financial advisory enterprises, small sized and middle sized independent broker-dealers and lastly RIA firms, encircling the support in recognizing the possible transaction partners, by providing the sourcing transaction for financing along with assistance in structuring the transactions which creates long-lasting value for M&A deal both.


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