EP Wealth Advisors (EPWA) has retained Calif.-based Advice Dynamics Partners (ADP) to help identify acquisition candidates, and to manage and structure deals.
Patrick Goshtigian, president of EP Wealth Advisors, said: "We have been focused on growth for the past couple of years, successfully adding several advisors and expanding into San Diego and Orange County. Now the time is right to ramp up our efforts through acquisitions of like-minded firms."
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Advice Dynamics Partners (ADP) is an industry-leading consultancy focused on mergers, acquisitions and succession planning solutions for middle market wealth advisors. With extensive transaction experience, a proven methodology and a vast network of contacts, ADP will help EP Wealth Advisors to amplify their growth through carefully selected, right-fit acquisitions.
Goshtigian, who joined EPWA in 2011, has focused on streamlining operations and institutionalizing the business in order to ensure scalability for the expected expansion.
David Selig, CEO, ADP, said: "EPWA is extremely well-positioned for growth through acquisition. Our goal is to find the right firms in southern California, including those that may be seeking succession strategies, and facilitate the transactions in a way that ensures lasting success for both parties."
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