M&A Page

Looking for the right firm to support your next step?
You’ve arrived.

The resources to support your vision for what comes next

As a member of Focus Financial Partners, we offer a unique opportunity for other firms, advisory teams, or individual advisors to join our ranks. We offer a wealth of experience and deep expertise in M&A, particularly in partnership structuring and implementation resources. Our team has successfully executed deals and garnered invaluable insights from reputable institutions such as Merrill, Goldman Sachs, and Wells Fargo.

With our time-tested, refined process, we provide not only expertise but also ample funding to support the growth and success of our partners. Joining forces with us means tapping into a network of seasoned professionals dedicated to helping your team and clients thrive.

What people say about joining XML

“Since joining XML in the merger, we’ve been able to leverage new technologies and products to provide our clients with better and more convenient service. Technology has also been able to help provide better work/life balance for employees with a more flexible approach to remote work options.”

Stephen A. Clagett

Director of Branch Operations

“ It's clear that the client's best interest isn't just a priority; it's a way of life at XML. Every decision and action revolve around one simple principle: treating clients like family. I'm proud to be part of a team that consistently prioritizes the client and embodies the values of trust, empathy, and excellence in everything we do.”