Advisor Transitions
Transaction Spotlight
Explore examples of recent advisor transition success stories.
ADVISOR TRANSITIONS
Large Wirehouse team goes independent
Transaction Amount
$105,000,000
TriState works with team to custom structure deals and pricing to assist in transition.
Fast exits from banking crisis
Transaction Amount
$10,000,000
TriState steps in during banking crisis to assist teams who fled from crisis bank to quickly refinance 11 client SBLOCs.
Custodian chooses new SBLOC banking partner
Transaction Amount
$80,000,000
National custodian parts ways with an old SBLOC lender and selects TriState to become new partner and replace 108 existing loans.
Former Private Banking Team launches Multi Family Office
Transaction Amount
$70,000,000
TriState helped facilitate a $40MM SBLOC loan payoff, to allow for $70+MM of AUM transfer.
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