Who we are

Realta Growth Partners (RGP) is dedicated to acquiring established, profitable businesses across multiple sectors. We prefer to have Sellers continue to run the business, offering them significant financial upside over the short, medium and long term.

Current acquisition focus: We are currently seeking established Registered Investment Advisor (RIA) firms with $50M–$150M in Assets Under Management (AUM).

Our mission is to preserve the firm’s culture, legacy, and client relationships while investing in growth and operational improvements, for long-term success.

We want to be the Buyer of choice and offer significant Seller “upside” - Sellers are rewarded over the short, medium and long-term, with deal structures that align with their financial and personal goals. 

Buyer overview

Experienced professional: CEO is a former “Big 4” Partner, with over 20 years experience working with financial services, and other companies to help leadership drive growth, and operational improvements

Client-focused philosophy: Realta GP prioritizes maintaining the highest standards of client service, ensuring continuity of care for your valued clients

Proven leadership: CEO has helped lead numerous organizations through acquisitions, revenue growth and operational improvements - completing analysis, identifying initiatives and helping Management implement them