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David Selig

David Selig is the CEO and Founder of Advice Dynamics Partners, LLC, a mergers and acquisitions (M&A) consultancy focused on middle market financial advisory firms.12 He has over twenty years of experience in M&A, management consulting, and financial services.2

Professional Experience

David founded Advice Dynamics Partners in July 2008 and is based in San Francisco, California.1 His responsibilities include:

  • Managing all stages of transactions for buy-side and sell-side clients
  • Creating comprehensive succession plans for financial advisory firms
  • Performing valuations, targeting, due diligence, and negotiations
  • Leading a team of M&A professionals1

Previous Roles

Before founding Advice Dynamics Partners, David held several positions in the financial industry:

  • Vice President of Sales at Pershing Advisor Solutions LLC (2007-2008)
  • Managing Director at Luster National, Inc. (2003-2007)
  • Sr. Director of Business Development at Eveo (2000-2002)
  • Senior Consultant at Deloitte Consulting (1997-1999)
  • Director at Dataflex (1992-1996)1

Education

David holds an MBA in Strategy from Columbia Business School (1996-1998) and a BA in Film Studies from UC Santa Barbara (1986-1990).1

Industry Contributions

David has authored white papers on M&A for Fidelity Institutional Wealth Services and Schwab Advisor Services. He is a regularly featured speaker on mergers, acquisitions, and succession at conferences and industry events.2

Highlights

Aug 23 · linkedin

The cost of capital doesn’t need to impede your growth strategy. If you are a RIA considering a growth strategy for M&A, we outline 5 M&A financing strategies to mitigate the impact of high interest rates.

May 31 · linkedin

RIA owners: Check out this article from Gary Roth, who explains how your revenue may be up in the current bull market, but your true organic growth (that which is independent of the market) might likely be anemic. Are you investing in your firm's organic growth? It's a critical part of the equation if you’re looking for a premium valuation for your RIA.

Related Questions

What are some notable transactions David Selig has led?
How does David Selig approach succession planning for financial advisory firms?
What are the key strategies David Selig recommends for unlocking the value of an RIA?
How has David Selig's experience at Deloitte Consulting influenced his approach to M&A?
What are the main challenges David Selig has faced in his career?
David Selig
David Selig, photo 1
David Selig, photo 2
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Location

San Francisco Bay Area