Undoubtedly, COVID-19 has changed many aspects of our daily lives, but has it changed the value of your business? Find out how MidCap helps clients evaluate the risks and
opportunities in these uncertain times.
Industry-leading experience
MidCap Advisors believes the strongest retirement and wealth transactions balance premium value with the right long-term partner for clients and advisors. That requires deep sector knowledge, careful preparation, and a process built around owner objectives.
We understand how buyers evaluate retirement plan advisory and wealth firms — recurring revenue, retention, advisor productivity, growth, and scalability — and we use that insight to position your business clearly and deliver a confidential, competitive process to the right outcome.
MidCap Advisors is a trusted M&A partner to retirement plan advisory firms, RIAs, and broader wealth management platforms. We understand the drivers of value in this sector — recurring advisory revenue, retention, advisor productivity, AUM/AUA mix, custodial relationships, and scalable operating models. Our job is to position your firm clearly, run a competitive and confidential process, and deliver the right partner, structure, and valuation.
We start by understanding your goals, timeline, and firm dynamics. Then we assess your business through a buyer’s lens — advisors, clients, revenue mix, growth, retention, and cost structure — to shape the right strategy.
We review EBITDA/EBIT, current market multiples, and your valuation range. Then we outline structure alternatives — cash, equity rollover, earnouts, or partnerships — with a clear view of proceeds and after-tax outcomes.
We help you evaluate every path and the right buyer universe for each. MidCap runs a confidential, competitive process, keeps you informed throughout, and advocates for the best value, structure, and long-term fit.
Registered Investment Advisors (RIAs)
Financial Planners (CFP / Fee-Only)
Retirement & Income Advisors
WealthTech / Digital Advisory Platforms
Workplace & Retirement Plan Advisors
Neurosurgery
Ophthalmology
Orthopedics
Pain Management
Physical Therapy
Radiology
Urology
Fertility
Women’s health
Contract Research Organisation (CRO)
P&C
Employee Benefits
Life & Annuities
Wholesale / Specialty Brokers
MGAs / MGUs
Program Administrators
TPAs
Insurtech
Just like in your business, our people are what make us great
From
MidCap Advisors LLC
675 Third Avenue, 28th Floor New York, NY 10017
Contact
From
MidCap Advisors LLC
675 Third Avenue, 28th Floor New York, NY 10017
Contact
From
MidCap Advisors LLC
675 Third Avenue, 28th Floor New York, NY 10017
Contact
From
MidCap Advisors LLC
675 Third Avenue, 28th Floor New York, NY 10017
Contact
Undoubtedly, COVID-19 has changed many aspects of our daily lives, but has it changed the value of your business? Find out how MidCap helps clients evaluate the risks and
opportunities in these uncertain times.
Learn about MidCap’s Transaction Roadmap – how we work with our clients at all phases of the process, and why the most important step could be the one you take now, even if a potential sale is in the distant future.
Find out how the MidCap team found hidden value and helped agency owners achieve outstanding returns in these unique transactions.
Download our latest analysis on The Impact of Interest Rates and Capital Gains Tax on Net Proceeds for Insurance Agency Owners.
Our Vice President, Tony Leonard, was recently quoted in a Wealth Solutions Report article.
Tony addresses how a financial advisor can help their business owner clientele when succession through M&A is a priority. With a CPA, an attorney, a financial advisor, and an experienced investment banker who can provide end-to-end guidance, these parties can supply business owners with the appropriate resources and advice. Together they will ensure a timely and successful closing of their client’s company.
Mergers and Acquisitions reported on the promotions of three members of the MidCap Advisors team: Brandon Bisack, from Associate to Vice President; and Chloe Noto and Sterling Price to Associate from Analyst
