Dynasty Launches Investment Bank

Dynasty Financial Partners has formed Dynasty Investment Bank to provide services related to mergers and acquisitions in wealth management. The bank will provide buy-side and sell-side advice to independent advisory firms inside and outside the Dynasty Network, and for other firms in the wealth and asset management industry.

“At Dynasty, we are facing substantial demand for M&A and investment banking services from advisors in … and outside our network,” according to Dynasty CEO Shirl Penney.

For instance, a CEO might want to buy an RIA, Penney said, or an advisor group could be exploring a possible sale. Dynasty is “well-positioned to offer RIAs a wide range of investment banking capabilities in this ever-complicated market,” Penney explained.

Dynasty Investment Bank includes veteran investment bankers, private equity professionals and other Wall Street executives who have worked on M&As, capital structure improvements  and succession planning, Dynasty said in a news release.