PL Advisors operates in the asset and wealth management ecosystem. Our deep, specialized understanding and approach allow us to deliver optimal outcomes for managers, outsourced providers and fintech firms.
Our clients benefit from our team’s 50-plus years of combined M&A experience and a hands-on approach, which enables us to stay ahead of issues that can complicate dealmaking.
PL Advisors is an independent M&A advisor to the asset and wealth management ecosystem. We offer a tailored approach that’s anchored by more than five decades of experience. By leveraging our M&A expertise, in-depth industry knowledge and long-term relationships with key participants, we ensure that our clients successfully navigate the constantly evolving financial services landscape.
Investment Management
Our global investment management experience covers the spectrum: institution to retail client bases and alternative to traditional investments across asset classes and continents.
- Alternative & Private Investments
- Traditional Investments
- Wealth Management
- Fiduciary Management
Financial Technology
We work with leading FinTech companies that support asset and wealth mangers.
- SaaS Solutions
- Data & Analytics
- Trading Technology
- RegTech
- WealthTech
- Risk Technology
Fund Services
Our global clients provide outsourced business services to the financial services industry.
- Fund Administration
- Finance & Operations Outsourcing
- Compliance Consulting
- Middle Office
- Placement Agents
“As we approached the market, we didn’t think we needed an investment banker. Then we met PL Advisors and realized we just needed to choose the right one.”
– Founder and CEO of $10 Billion-Plus Asset Manager
