About Advisor Hunt
Services We Provide
Advisor Hunt Platform™
Reduce your burdens. Enhance your practice.
Choosing the right platform is critical. Advisor Hunt® helps you identify platforms that differentiate you in the marketplace, minimize your administrative load, improve operational efficiencies, and keep you focused on your clients.
Advantages:
- Overview of the full market.
- Confidential look-sees.
- Discreet compensation comparisons.
- Choose and negotiate with knowledge.
Advisor Hunt M&A™
Protect your clients. Secure your legacy.
Execute your succession with the expertise of a specialist. Advisor Hunt® matches qualified buyers with prepared sellers, structures deals to maximize outcomes, and manages the deal process for you.
Advantages:
- Wealth Management industry specialization.
- Wealth Management M&A expertise.
- Confidential transaction processes.
- Client focused.
Why Advisors Trust Advisor Hunt®
Advisor Hunt® is for Financial Advisors, RIAs, IARs, and Portfolio Managers.
In today’s rapidly evolving industry we bring you:
Know your Client
- We specialize in your industry.
- We speak your language.
- We understand your struggles.
M&A Expertise
- Experience closing large deals to small.
- Specialized M&A processes.
- Home of Optimal Practice Succession®
Decades of Experience
- Backgrounds include advisor, wholesaler, banker, analyst and practice builder.
- Technical and strategic advice.
Confidential Processes
- Stay discreet throughout the process while comparing multiple options.
- You control of the messaging.
Key Industry Challenges We Solve
Outgrown your platform
We confidentially investigate and compare alternatives for you. You understand your alternatives while remaining discreet.
No viable successor
We help you define the optimal successor profile and then we find the right fit.
Struggling with deal execution
We structure and execute deals that align buyer and seller interests, identify and minimize risks, and maximize outcomes – for you and for your clients.
Meet the team
Darrell Jacobsen
President
Started two decades ago, Darrell has steered Jacobsen Partners to serve only established financial advisors (those who own their books,) CFOs, and finance and business leaders. With a strong team and tight market specializations, we are deliberate in bringing expertise to mandates and providing access to value-creating partnerships and deals. Our mission is to grow client wealth with every mandate, with every deal that we do.
Darrell also coaches driven achievers to develop their visions. Vision is the single variable under your full control that can elevate you from an achiever to a leader. Leaders have vision. Ready to get yours?
www.visionhunt.com (new website coming soon!)
darrell@advisorhuntglobal.com
Johnathan Ciliberto
Vice-President
Johnathan serves successful fi nancial advisors, facilitating succession planning via the sale of books, growth through the acquisition of books, and the transition to superior platforms to better serve client long-term wealth objectives. Firms that John partners with include Wealth Managers, Private Counsel, Financial Planners, Insurance Companies, Banks, and Family Offi ces. Prior to Advisor Hunt, John was a recognized top performer in fi nancial planning at RBC. He was responsible for market development, client acquisition and outside sales. John is a knowledgeable industry insider serving advisors in English, Spanish, French and Italian.
john@advisorhuntglobal.com
(514) 360-9208
Vincent Boudreau
Vice-President
Vincent is an expert in recruiting and consulting for financial advisors, financial planners, investment advisors, mutual fund representatives, portfolio managers and financial security advisors. His job is to help financial advisers to obtain the best return and the best commissions rate, to increase their level of independence, to have better support for compliance and the administration of files, to have access to state-of-the-art tools and benefit from generous incentives for transferring their assets to another platform. He also supports advisors in the sale and purchase of client portfolios, particularly those looking for growth or succession. Prior to this role, Vincent worked as a Financial Advisor for Laurentian Bank. He therefore knows the advisers’ environment well. Vincent is a level 3 candidate in the CFA Institute program and holds a Bachelor’s degree in Finance and Economics from the University of Montreal. Vincent speaks English and French.
vincent@advisorhuntglobal.com
(514) 360-9210
Robert Parnigoni
Director - Operations & Technology
Robert ensures the smooth running of our operations, including leveraging our tools and technology for effi cient and effective client service. He manages our team that keeps our consultants market-facing, talking to clients and the types of people who our clients want to meet. Robert was a Search Director, CFO Hunt and Tax Hunt, before becoming Director of Operations & Technology. With that experience combination he brings a unique understanding to our clients’ and consultants’ needs. Prior to Advisor Hunt, Robert worked with some of the world’s leading technology and digital-economy companies, including Cisco Systems, Nortel and Newbridge Networks. Rob earned his Bachelors in Computer Science from Concordia University.
robert@advisorhuntglobal.com
Leon Iragena
Director
Leon uses targeted solicitation to facilitate the succession planning of fi nancial advisers by matching selling advisors with established buying advisors. He also facilitates the transfer of books between dealers for advisors looking for an upgrade. Leon brings experience from a successful career in banking spanning several key roles. Prior to joining the team, Leon distinguished himself as one of the top performers in business banking at Scotiabank and National Bank of Canada. Leon holds an MBA in Financial Services from Laval University and a Bachelor of Science in Applied Mathematics and Quantitative Economics from Millsaps College (USA). Profi cient in both English and French, Leon is poised to leverage his expertise and knowledge to serve the Canadian market coast to coast.
leon@advisorhuntglobal.com
(514) 360-9204
François (Frank) Dufour
Director
François is a Director in the Financial Advisor Solutions team at Jacobsen Partners. He serves successful fi nancial security advisors, facilitating succession planning via the sale of books, growth through the acquisition of books, and the transition towards independence to better serve client long-term wealth objectives. Firms that François partners with include Wealth Managers, Private Counsel, Financial Planners, Insurance Companies, Banks, and Family Offi ces. Prior to joining Advisor Hunt, François was an institutional marketer for well known Canadian investment fi rms. François also worked as a wholesaler for mutual fund companies. Furthermore, François is in a great position to understand the advisors reality as he also held that position serving 250 families for a few years. François obtained a Bachelor degree from Bishop’s University, a Master of Science from ESCEM-Poitiers, a private business school in France and a Master in Business (International Management) from Sherbrooke University.
francois@advisorhuntglobal.com
(514) 360-9209
Testimonials
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$200
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$200
General FAQs
What types of advisors do you work with?
We work with all financial advisors including RIAs, IARs, insurance, planning, portfolio management, and other financial advice. The commonality is that our clients must have a loyal clientele (ie. own their practices / books.)
What practice / book sizes do you work with?
It’s not the size that counts, but rather practice / book ownership. We work with advisors whose practice sizes range from boutique to billions in assets.
Who can benefit from Advisor Hunt® services?
Any financial advisor who owns his or her practice and is seeking succession or platform transition.
Does Advisor Hunt® help with mergers and acquisitions?
M&A advisory is our primary differentiator. We guide advisors through mergers and acquisitions by providing strategic advice, deal structuring expertise, valuation modelling, and due diligence support.
Advisor Encore™:
Stay Engaged, Add Value,
Be Part of the Team.
Contact
- (332) 244-9550
- info@advisorhuntglobal.com
- 99 Wall Street, Suite 5409 New York NY 10005
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