10,000 baby boomers started turning 65 every day, starting in 2011. This is a 19 year trend. 65% of all assets under $50M are owned by this class of people. You are living in the middle of the largest wealth transfer that the United States has ever seen.

Symmetrical Advisory

Symmetrical Advisory specializes in Mergers & Acquisitions. Our Sell-Side advisors help privately-held middle market business owners sell their companies and convert their Equity into Liquidity while minimizing their liabilities. Our transactions are usually of a highly personal nature, requiring absolute confidentiality and the highest level of business ethics, as our clients typically have extensive worries about anyone learning of their interest in divestiture. We develop long-term relationships with our clients and act as their M&A Advisor. We help clients find the right solution that optimizes their desires, then we provide a turn-key service to get them from where they are to where they want to go.

Symmetrical Investments

Symmetrical Investments supports change of ownership situations where some or all of the current owners of a company are seeking to go in a new direction. Opportunities are less determined by the industry and more by the people. Strategies and structure should be agreed upon in advance of a transaction, so all parties are equally incentivized in moving forward. Symmetrical was founded upon a burning desire for things to be square and the premise that a handshake can still be as good as a definitive agreement. Symmetrical is comprised of a group of partners who invest their own capital into privately-held businesses and create value through the institutionalization of lower middle market companies.