Recruitment agency · United States

Makari Group, LLC – Recruitment Agency Profile

Makari Group, LLC: Staffing & Recruiting agency in Rumson, New Jersey, United States.

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Quick answer

Makari Group, LLC is a staffing & recruiting company based in Rumson, New Jersey, United States, founded in 2018. It specializes in registered investment advisor (ria) industry, financial services m&a and fintech. Services include guiding advisors to firms that alleviate pain points and leverage growth, finding nextgen advisors and creating succession plans for retiring professionals and identifying buyers for advisors selling their book of business.

Key facts about Makari Group, LLC
CompanyMakari Group, LLC
IndustryStaffing & Recruiting
HeadquartersRumson, New Jersey, United States
Founded2018
Team size2 professionals
SpecializationsRegistered Investment Advisor (RIA) Industry, Financial Services M&A, FinTech
Websitemakarigroup.com
ProfilesLinkedIn

Makari Group, LLC

Staffing & Recruiting |
Team Size
2 professionals
Founded
Est. 2018
Location
Rumson, New Jersey, United States

Specializations

Registered Investment Advisor (RIA) Industry
Financial Services M&A
FinTech

About Agency

Overview

  • Founded in 2018 and headquartered in Rumson, New Jersey, United States, 07760
  • Operates with 2 employees in the staffing & recruiting industry
  • Specializes exclusively in the Registered Investment Advisor (RIA) industry
  • National recruiting and consulting firm focused on being a growth partner
  • Provides services centered on financial advisor transitions and enterprise-level M&A

Specializations

  • Registered Investment Advisor (RIA) Industry expertise
  • Financial Services M&A including equity structures and growth capital
  • FinTech integration for client acquisition technology
  • Nextgen advisor placement for succession planning
  • Succession planning solutions for retiring financial advisors

Services & Approach

  • Guiding advisors to firms that alleviate pain points and leverage growth
  • Finding nextgen advisors and creating succession plans for retiring professionals
  • Identifying buyers for advisors selling their book of business
  • Enterprise M&A services: candidate sourcing, financing, equity partners, negotiation, and execution
  • Introducing AI-driven client acquisition technology for quality leads

Contact Information

Full Address
Rumson, New Jersey, United States, 07760
Phone
+1 203-253-6018

Keywords

financialadvisorplacementriamanextgenadvisorplacementrecruitingequitystructuresgrowthcapitalconsultingclientacquisitiontechnologysuccessionplanning

About Makari Group, LLC: common questions

Where is Makari Group, LLC located?

Makari Group, LLC is based in Rumson, New Jersey, United States.

What does Makari Group, LLC specialize in?

Makari Group, LLC specializes in Registered Investment Advisor (RIA) Industry, Financial Services M&A and FinTech.

What services does Makari Group, LLC offer?

Makari Group, LLC's services include Guiding advisors to firms that alleviate pain points and leverage growth, Finding nextgen advisors and creating succession plans for retiring professionals, Identifying buyers for advisors selling their book of business, Enterprise M&A services: candidate sourcing, financing, equity partners, negotiation, and execution and Introducing AI-driven client acquisition technology for quality leads.

When was Makari Group, LLC founded?

Makari Group, LLC was founded in 2018.

What is Makari Group, LLC's website?

Makari Group, LLC's website is http://www.makarigroup.com.

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