Diamond Consultants

JUNE 1, 2023

How do I build a business for maximum enterprise value? So, I asked our resident expert in M&A at Diamond Consultants, Louis Diamond , and he shared this real-world example: Let’s consider a wirehouse team generating $5mm in annual revenue, managing $600mm in almost all fee-based assets for high net worth clients.

Enterprise Values 98

Enterprise Values Private Equity Firms Private Equity Firms Mergers and Acquisitions 98

Diamond Consultants

OCTOBER 4, 2022

As financial advisor recruiters and consultants, we realized something: Our team is constantly immersed in data on the things that are top-of-mind for advisors—whether or not they are considering change. Plus, advisors are thinking bigger picture and longer-term—with a more acute focus on building enterprise value.

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Diamond Consultants

AUGUST 9, 2022

That is, there are service providers that offer state-of-the-art platforms and support, an ever-growing number of consultants to serve as guides at start-up and longer-term, and a growing pool of capital resources available to advisors seeking working capital, liquidity, or to offset unvested deferred comp that may be left behind.

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The Private Equiteer

FEBRUARY 5, 2025

Theres no universally agreed-upon definition of the middle market, but typically it includes companies with annual revenues in the low hundreds of millions and enterprise values that dont quite reach the stratosphere. Content Sharing: Publish insightful commentary on platforms like LinkedIn or your own blog.

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Deal Flow Private Equity Firms Private Equity Firms Leveraging 52

Diamond Consultants

DECEMBER 5, 2023

Forgoing the opportunity to maximize career enterprise value While staying the course can minimize disruption and eliminate the risk of transitioning the business, in most cases, it results in sub-optimal career enterprise value.

Enterprise Values 52

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Diamond Consultants

AUGUST 23, 2023

Even the largest and longest-tenured teams, who would have been unlikely even to consider a move a few years ago, are “voting with their feet” as they ask themselves if their firm will still be the right one in the long term and will allow them to maximize enterprise value of the businesses they’ve built.

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Diamond Consultants

DECEMBER 20, 2022

While all that’s still true, we’re seeing even further shifts to a greater focus on the long-term and maximizing their value. This will be the year that advisors take a step back and conceptualize not just how to maximize the value of their business and annual compensation, but how that translates into achieving their best business lives.

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