SkyView Partners Email Format
Financial ServicesMinnesota, United States11-50 Employees
SkyView® is focused exclusively on the financing needs of independent and registered investment advisors. We provide financial advisors with guidance and capital for practice succession, acquisitions, mergers, debt restructuring, partner buy-ins, wirehouse breakaways, dividend recapitalizations, and flexible working capital needs. With a team of experienced wealth management veterans, SkyView helps advisors structure customized financing solutions around their growth, transition, and liquidity objectives. Sellers gain access to immediate liquidity at attractive valuations, while buyers receive capital to support acquisitions, succession planning, and long-term growth initiatives. Unlike one-size-fits-all lending options, SkyView’s financing process is built specifically for RIAs and independent advisors. Our team provides guidance from initial consultation through underwriting and closing, helping advisors evaluate structure, terms, and financing options with clarity. Whether you are acquiring a practice, planning an internal succession, refinancing existing debt, or preparing for future growth, SkyView can help align capital with your business objectives. Your growth initiatives require customized financing solutions. We’re here to help.