Advice Dynamics Partners Overview

  • Service
  • Financing Advisory
  • Founded
  • 2008
Founded
  • Serviced Companies
  • 11
  • Serviced Deals
  • 10
  • Serviced Investors
  • 2

Advice Dynamics Partners General Information

Description

Advice Dynamics Partners is a financial advisory firm founded in 2008 and is 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 (10)

Company Name Service Provided Deal Date Deal Type Deal Amount
AHC Advisors Advisor: General Nov 2020 00000 0000000
000000000 0000000 Advisor: General Jul 2020 00000 0000000
000000 000000000 0 Advisor: General Jan 2019 00000 0000000
000000 0000000 000 Advisor: General Feb 2018 00000 0000000
000000000 00000000 Advisor: General Dec 2017 00000 0000000
00 000000 00000000 Advisor: General Jul 2017 00000 0000000
0000000 0000000 00 Advisor: General Jan 2016 00000 0000000
000000 0000000 & 0 Advisor: General Oct 2015 00000 0000000
Ensemble Capital Management Advisor: General Jun 2015 00000 0000000
Rayner & Haynor Investment Advisor: General Jan 2015 00000 0000000
To view Advice Dynamics Partners’s complete services to companies history, request access »
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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 0 Mill Valley, CA
To view Advice Dynamics Partners’s complete team members history, request access »