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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

    Key Valuation Drivers to Unlock the Value of Your RIA — Advice ...
    News - Advice Dynamics Partners
    Jan 1 · rocketreach.co
    David Selig Email & Phone Number | Advice Dynamics Partners ...

    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