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Business for Sale
Investment Services Firm with Recurring Revenue
Key Facts
This section outlines the core facts that summarise the opportunity’s key attributes.
Asking Price i
This shows the transaction value being presented for the opportunity.
USD 2.4 Mn
Listing Type i
This shows the main transaction route for the opportunity.
Business for Sale
Location i
This shows the main geographic location linked to the opportunity.
New York, United States
Industry i
This shows the broad market sector the opportunity operates in.
Asset Management
Sector i
This shows the more specific commercial area within the selected industry.
Financial Services
Category i
This shows the closest practical classification within the selected sector.
Asset Management
Listed By i
This shows who is presenting the listing.
Owner
Operating Reach i
This shows the geographic footprint linked to the opportunity.
North America
Annual Revenue i
This shows the income scale associated with the opportunity.
USD 4.8 Mn
Status i
Available
Availability Timeline i
This shows the expected availability or engagement route for the opportunity.
Available after account access
Opportunity Highlights
Key commercial signals available before account-based engagement.
Marketplace opportunity in Asset Management and Financial Services, based in New York, United States.
Asking Price: USD 2.4 Mn.
Growth potential supported by Expansion of investment services firm activity through stronger buyer, investor, lender, or partner access across North America. and Improved commercial positioning through clearer documentation, verified interest, and controlled access for qualified users.
Business for Sale located in New York, United States with a defined private-market review path.
Asset Management exposure connected to investment services firm activity across North America.
Opportunity Snapshot
This section provides a concise description of the opportunity as presented by the owner.
Investment Services Firm with Recurring Revenue is presented as a sale process for an operating business in New York, United States. The opportunity sits within the Asset Management sector and is relevant for qualified market participants reviewing investment services firm exposure across North America.
Operational Overview
This section outlines how the business operates on a day-to-day basis, including its model, customers, and core activities.
Business / Activity Overview i
This explains what the business does in practical terms.
Investment Services Firm with Recurring Revenue is linked to investment services firm and financial services activity and commercial demand in New York, United States, with market relevance across United States and the broader North America region.
Operating Model i
This shows how the business or opportunity is expected to operate.
The operating model is based on an owner-led business with established commercial activity, customer delivery, supplier coordination, and buyer review after account access.
Revenue Model i
This explains how income is generated or presented for review.
Revenue is presented at USD 4.8 Mn, with income linked to customer activity, commercial contracts, service delivery, transaction volume, or asset utilisation in the asset management sector.
Target Customers i
This identifies the main customer groups or counterparties.
financial services customers and commercial counterparties across North America
Market Position i
This shows how the opportunity is positioned in its market.
Positioned for qualified market participants reviewing asset management opportunities in United States and related cross-border markets.
Investor / Partner Fit i
This explains the investor, buyer, lender, or partner profile that fits the opportunity.
Suitable for strategic buyers, acquisition teams, operators, family offices, and advisors reviewing asset management exposure in United States.
Growth Opportunities i
This highlights areas that support expansion or value creation.
- Expansion of investment services firm activity through stronger buyer, investor, lender, or partner access across North America.
- Improved commercial positioning through clearer documentation, verified interest, and controlled access for qualified users.
- Deeper customer relationships, supplier partnerships, or channel coverage in United States.
- Additional value is supported by operational improvement, capital deployment, strategic consolidation, or stronger execution capacity.
Key Risks i
This outlines considerations that should be reviewed before engagement.
- Final assessment should review documentation quality, owner readiness, market demand, and legal or licensing requirements.
- Financial figures, contracts, assets, and operational claims should be verified during due diligence after access is approved.
- Execution risk depends on local market conditions, counterparties, regulatory approvals, and the buyer, investor, or lender profile.
Transaction Overview
This section defines the main deal terms, financial considerations, and transaction structure.
Asking Price i
This shows the transaction value being presented for the opportunity.
USD 2.4 Mn
Revenue i
USD 4.8 Mn
Deal Route i
a sale process for an operating business
Proposal Status i
Engagement capacity reached: The opportunity has reached its current engagement capacity, and new request conversations are not being added right now. Follow similar opportunities to stay close to matching opportunities.
Document Access i
Supporting documents remain protected while the current engagement stage is active. Access can reopen if the opportunity becomes available for new engagement and the required approval or NDA steps apply.
Supporting Documents
This section provides access to supporting documents and outlines their availability and verification status.
- Corporate ProfileLocked 🔒
- Trade LicenseLocked 🔒
- Financial StatementsLocked 🔒