SkyView Partners
@SkyViewPartners
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Listing | Investment Banking | Financing | Conventional M&A financing exclusively for financial advisors.
United States
Joined March 2018
Another deal closed! SkyView Partners facilitated a $4,882,000 acquisition loan for an RIA in Oregon.
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October is off to a strong start at SkyView, with $10M in succession financing delivered to advisors nationwide: 💼 $3,030,000 – Succession Financing for a Maryland IBD 💼 $5,596,000 – Succession Financing for a Texas RIA 💼 $1,403,000 – Succession Financing for a New York RIA
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Closing day! A Utah-based hybrid RIA secured $4.6 million in financing through SkyView to fund a practice acquisition. Are you looking to expand your firm through M&A? Schedule a consultation with an Advisor Financing Specialist today: https://t.co/3RW1puxQug
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Another successful closing at SkyView Partners! A New York–based RIA secured $13.6 million in financing to execute an acquisition, along with a $150,000 line of credit. Explore how we can support your next move: https://t.co/5p6kLwBS5Z
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Two advisor transactions were funded today, facilitated by SkyView! A Michigan hybrid secured $1.4 million for debt refinancing, while a Maryland hybrid firm obtained $490,000 to complete an acquisition. Let SkyView help fund your next transaction: https://t.co/ZHZTa0dKD6
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Time-sensitive opportunity from a SkyView partner bank! Waiting for rates to drop? ⏳ SkyView Partners has a $50M tranche at a 7.35% variable interest rate (5% floor). Float with the market & fund your next M&A initiative or refinance today. Apply now: https://t.co/IiqqQ2js61
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Starting September off with a closing! A Texas-based hybrid RIA secured financing through SkyView to fund an internal succession. We’re proud to help advisors achieve long-term continuity and growth with financing solutions built exclusively for RIAs and independent advisors.
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Excited to host our annual Bank Partner Symposium at SkyView HQ! Representatives from banks across the nation will be in attendance for a day of collaboration and alignment. Together, we’ll explore ways to enhance efficiency and strengthen the support we provide to advisors.
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Now collecting IOIs from depositories interested in reviewing Project LIFTOUT. - 94 loans across 63 borrowers - $27MM + depository opportunity - LTEV: 49.6% - DSCR: 2.22x - Avg. Rate: 6.96% - Remaining Term: 42 months (avg) Email nick.barker@skyview.com to submit interest.
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It's closing day in Wisconsin! SkyView Partners facilitated $2,055,000 in fixed-rate financing to support a hybrid RIA’s internal succession, keeping the business in trusted hands. Thinking about your next M&A transaction? Let’s talk financing: https://t.co/K09fLqRukw
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SkyView wrapped up July with a big day in financing for advisors: 💼 $2.3M - Acquisition Financing for a CAHybrid 💼 $178k - Revolving LOC for the same CA firm 💼 $3.1M - Succession Financing for a FL RIA 💼 $940k - Acquisition Financing for another CA Hybrid Total: $6.6M!
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A Maryland-based hybrid advisory firm secured $1,330,000 in financing to acquire another practice! The loan was facilitated by SkyView and funded by one of our trusted Bank Partners.
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🎙️Podcast Feature: SkyView Managing Partner, Aaron Hasler, on "Buy, Sell, Plan: The Business of Advisor Succession" by Dimensional Fund Advisors Learn about financing options, common roadblocks & insights for founders and future firm leaders. 🎧Tune In:
dimensional.com
Managing your Practice is a podcast series from Dimensional Fund Advisors that delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We...
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Another deal closed! SkyView Partners facilitated a $2,533,000 acquisition loan and a $350,000 line of credit to help a Virginia RIA scale its firm.
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Fueling growth in Massachusetts! A hybrid RIA utilized $1,866,278 in financing through SkyView for a practice acquisition and to refinance existing debt.
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Another successful loan closing! A Florida-based hybrid RIA secured financing through SkyView Partners to execute an internal succession. We're proud to support advisors in achieving long-term continuity and growth.
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Wrapping up the week with a successful loan closing: A hybrid RIA based in Michigan secured $2,040,000 in financing through SkyView to fund an internal succession. Looking to explore financing options for your firm’s next chapter? Book a consultation 👉 https://t.co/bHBnwSE7wz
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Just Closed: A Pennsylvania hybrid advisory firm locked in a $1,186,250 loan through SkyView to fund a partial internal succession. Looking for a financing partner who understands your business? Visit https://t.co/AydOgAWyXi to learn more, or give us a call at (866)567-6282.
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We are kicking off the month of June with a loan closing for a South Carolina hybrid! This firm utilized an $859,000 conventional loan to finance an internal succession. Planning a succession? Schedule a consultation with a financing specialist today: https://t.co/ZHZTa0dcNy
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Financing secured! A Washington-based hybrid obtained a $5.22M loan through SkyView to fund a practice acquisition. Looking to grow your firm? Our team delivers tailored capital solutions and expert guidance to help you scale with confidence. https://t.co/ZHZTa0dcNy
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