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Advice Dynamics Partners

Advice Dynamics Partners
ADVISORY SERVICE
2008 FOUNDED
8 SERVICED COMPANIES
8 SERVICED DEALS
3 SERVICED INVESTORS
Description

Advice Dynamics Partners is a financial advisory firm founded in 2008 and is headquartered in Mill Valley, California. The firm specializes in mergers & acquisitions, valuations, transition planning, management buyouts, expansion capital raising, recapitalizations and acquisition financing.

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 (8)

Company Name Service Provided Deal Date Deal Type Deal Amount
Martin Financial Group 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
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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
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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