David Selig

CEO, Founder @ Advice Dynamics Partners, LLC Founder @ Advice Dynamics Partners, LLC | Wealth Management M&A Expert

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Education

Columbia Business School

MBA, Strategy 1996-09-01 - 1998-05-01

UC Santa Barbara

BA, Film Studies 1986-01-01 - 1990-01-01

Work Experience

Advice Dynamics Partners, LLC

Current

Advice Dynamics Partners, LLC

BNY Pershing

2007-05-01 - 2008-06-01

BNY Pershing

Luster National, Inc.

2003-10-01 - 2007-04-01

Luster National, Inc.

Eveo

2000-04-01 - 2002-06-01

Eveo

Deloitte

1997-06-01 - 1999-03-01

Deloitte

Dataflex

1992-01-01 - 1996-01-01

Dataflex

Skills

Mergers Due Diligence Valuation Succession Planning Company Acquisitions Public Speaking Corporate Development Financial Services Private Equity Mergers & Acquisitions Business Strategy Strategy Investments Financial Advisory Asset Managment Business Planning Financial Modeling Strategic Financial Planning Management Alternative Investments

Summary

Mergers & acquisitions (M&A) advisor and succession planning expert to wealth & asset managers (RIAs) with $1M - $60M in revenue. Advise on internal recapitalizations, acquisitions, minority or control sales to outside investors, as well as mergers. Specialties: Developing merger, acquisition and succession strategies with laser-like focus on client needs. Understanding the investment models of 30+ permanent capital and private equity investors and helping clients choose the right partner. Performing valuations, deal structuring and negotiations for wealth advisory clients. Subject matter expert on the dynamics within the RIA industry. Frequent industry speaker.

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