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You built a legacy. We ensure you’re paid for it.

Most M&A firms settle for the obvious deal. At Green Sail, we use creative deal structuring and senior-level expertise to secure maximum value for RIA and Broker-Dealer owners.

Trust built on M&A experience

Our track record reflects three-plus decades of combined experience advising owners through complex transactions.

50+

Transactions

30+

Years of Experience

$2B+

Total Deal Value

Services

Focused M&A advice at critical moments

Every owner’s situation is different, and the right path isn’t always obvious. We work closely with you to understand the specifics and guide the next step thoughtfully.

Sell-Side M&A

End-to-end advisory for owners considering a sale or transition, with disciplined preparation and hands-on execution.

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Private Capital Raise

Debt, equity, and recapitalization advisory services to support growth, acquisitions, and long-term planning.

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Valuations

Independent, market-informed valuations to support transactions and strategic decisions.

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full-value transactions

Over $2 billion in transactions completed for our clients

We don’t just advise; we close. Our track record spans the RIA and Broker-Dealer landscape, delivering record-setting results in complex market conditions.

View All Transactions

Palm Beach Florida Deal

Has been acquired by

Alpha Beta Gamma Wealth Management has been acquired by Twenty Four Wealth Management.

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Why Green Sail?

We are the advisor’s advisor.

Green Sail is a partner, not a volume shop. Clients work with senior advisors at every step, meaning no handoffs or junior teams learning on the client’s dime.

We take on a limited number of clients so we can stay locked‑in, responsive, and available when clients need us.
We prepare hard, move with discipline, and focus on deals that make sense—not speed for speed’s sake.
We bring real‑world perspective from working across deal types, structures, and market cycles, giving you clear guidance and a tactical edge.

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