Dynasty launches investment bank
May 1, 2023 - St. Petersburg-based Dynasty Financial Partners is launching an investment bank, which will leverage Dynasty's merger and acquisitions and capital strategies capabilities to offer buy and sell-side advice for independent wealth management firms, according to Dynasty's Monday announcement. "Whether a CEO desires to acquire an RIA or tuck-in a group of advisors, want to explore selling their business, or are seeking a valuation to understand the value of their equity, RIA management teams seek high quality and objective advice. With our deep expertise and years of experience working with hundreds of leading advisors, we are well-positioned to offer RIAs a wide range of investment banking capabilities in this ever-complicated market," Dynasty CEO Shirl Penney said in a statement.