Integrated Partners Buys $2B RIA Near San Diego

“Our model has now been bolstered by the ability to outright acquire firms with which we closely align,” Sandrew said in a statement. “We will continue to be deliberate in our recruiting efforts so we can help firms accelerate their growth while maintaining the qualities that make them unique.”

Paul Saganey, Integrated president and founder, said in the statement that the deal “represents a new dimension of Integrated’s growth strategy” and that “It was apparent almost immediately that the team at Laurel was a strong fit for us and vice versa.”

Integrated provides advisory firms with various options to accelerate growth, including minority and majority acquisition, revenue sharing and affiliation models, it said. “Each path allows RIAs to leverage Integrated’s suite of resources, which include technology, investment management, advanced planning, marketing support, succession planning, and comprehensive business counsel,” it said.

RIAs can also tap into Integrated’s long-running CPA Alliance, a program that partners advisors with CPAs to more comprehensively serve clients; and its Business Owner Solutions program, which it said offers business owners the necessary planning infrastructure as they prepare to exit their firms.

Integrated’s recently relaunched Integrated Family Office, meanwhile, brings together experts in family and business law, business management, private lending, recordkeeping and investing to serve the complex needs of business owners and affluent households, it said.

(Pictured: Paul Saganey, president and founder, Integrated Partners)