Park Sutton Advisors

Your leading investment banking boutique specializing in the financial services sector.

Park Sutton Advisors is committed to developing partnerships built on trust, powered by objective expertise, and focused on achieving both your immediate and long-term goals.

Our team brings more than 60 years of collective experience to developing custom solutions for asset and wealth managers, broker dealers, fund administrators, and related- services providers. Our senior members have successfully completed many RIA transactions and advisory assignments.

By choice, we pursue a limited number of projects at a given time to enable our senior partners and professionals to deliver the absolute highest level of service, solutions, and success to you.

Recent transactions

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Our Services

Strategic Advisory

Planning for the future of your firm is complex. We provide comprehensive and unbiased guidance regardless of whether a transaction is imminent or not. Our expertise includes:

  • Valuations
  • Fairness opinions
  • Equity transition planning, succession planning, and ownership restructuring
  • Recapitalizations
  • Assistance with valuation in support of litigation
  • Expert witness testimony
  • Competitive market environment reviews
  • Value-enhancing business strategies
  • Private placements

Our Services

Mergers & Acquisitions

Buying, selling or merging is often a once-in-a-lifetime event. Our senior partners work closely with you to craft an optimal transaction. Our expertise includes:

  • Sell side advisory
  • Buy side advisory
  • Management buyouts
  • Sales & divestitures
  • Capital raising
  • Acquisition searches
  • Joint ventures & strategic alliances
  • Due diligence assistance in connection
    with transactions