Advice Dynamics Partners Overview

  • Service
  • Financing Advisory
  • Founded
  • 2008
Founded
  • Employees
  • 2
Employees
  • Serviced Companies
  • 17
  • Serviced Deals
  • 17
  • Serviced Investors
  • 2

Advice Dynamics Partners General Information

Description

Founded in 2008, Advice Dynamics Partners is a financial advisory firm headquartered in Mill Valley, California. The firm specializes in mergers and acquisitions, valuations, transition planning, management buyouts, expansion capital raising, recapitalization, mezzanine financing, debt, and acquisition financing. Advice Dynamics Partners primarily caters to the financial service sectors.

Contact Information

Year Founded
2008
Service Provider Type
Financing Advisory
Primary Office
  • 325 Carrera Drive
  • Mill Valley, CA 94941
  • United States
+1 (415) 000-0000

Advice Dynamics Partners Services to Companies

Service on a Deal (17)

Company Name Service Provided Deal Date Deal Type Deal Amount
Capital Planning Advisors Advisor: General Dec 2021 00000 0000000
00000000 000000 00 Advisor: General Dec 2021 00000 0000000
000000 00000 00000 Advisor: General Sep 2021 00000 0000000
000000 000000 0000 Advisor: General Jan 2021 00000 0000000
000000 0000000 000 Advisor: General Dec 2020 00000 0000000
000 00000000 Advisor: General Nov 2020 00000 0000000
000000000 000000 0 Advisor: General Nov 2020 00000 0000000
000000000 0000000 Advisor: General Jul 2020 00000 0000000
Martin Financial Group Advisor: General Jan 2019 00000 0000000
Millie Capital Management Advisor: General Feb 2018 00000 0000000
You’re viewing 10 of 17 services to companies. Get the full list »
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Advice Dynamics Partners Services to Investors

Service on a Deal — Buy Side (4)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Carnegie Investment Advisor: General Dec 2017 00000 0000000
00 000000 00000000 Advisor: General Jun 2017 00000 0000000
EP Wealth Advisors Advisor: General Jan 2016 00000 0000000
EP Wealth Advisors Advisor: General Jan 2015 00000 0000000
To view Advice Dynamics Partners’s complete services on a deal — buy side history, request access »

Advice Dynamics Partners Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Advice Dynamics Partners Team (1)

Name Title Deals Office Contact
Info
David Selig Founder & Chief Executive Officer 00 Mill Valley, CA
To view Advice Dynamics Partners’s complete team members history, request access »