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Parker Finot

M&A Transaction Coordinator at SRG

Parker Finot is the Director of M&A and Succession Planning at Succession Resource Group (SRG), a consulting firm based in Portland, Oregon that specializes in helping financial service professionals and small business owners with acquisitions, mergers, valuations, and succession planning.13

Finot was promoted to this role in August 2023, previously serving as a Project Manager.3 He is an expert in M&A transactions and succession planning for financial advisors, often participating in webinars and presentations to share insights on market trends, deal structures, and best practices in the industry.45

As part of his role at SRG, Finot works alongside the company's founder and CEO, David Grau Jr., to provide guidance on various aspects of M&A deals, including valuation multiples, deal terms, financing options, and market projections.4 He also contributes to SRG's research and reports on advisor M&A trends and succession readiness.2

Finot is active on LinkedIn, regularly sharing updates and insights about the financial services M&A landscape, psychological aspects of dealmaking, and SRG's services and events.567

Highlights

How financial advisor compensation is crucial to succession and M&A
SRG Team – Succession Resource Group – Award-Winning M&A ...
SRG Team – Succession Resource Group – Award-Winning M&A ...
2024 Advisor M&A Review - Succession Resource Group
Acquiring a Financial Practice? Avoid These Common Points of ...

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Parker Finot
Parker Finot, photo 1
Parker Finot, photo 2
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Location

San Diego, California, United States