“Customer Relationship Management (CRM)” platforms are only valuable if they are well organized and easy to access. At DLA Capital, our proprietary CRM platform enables us to easily launch targeted marketing campaigns and personalizes our relationships with investors, referral sources, and other potential clients.
During these unprecedented times, clients are reevaluating their priorities. Increasingly family owned business owners are deciding its time for a change. If your client decides it’s time to sell and/or is facing distress, they may choose to hire an investment bank with a wealth management division – which means, post-transaction, your client’s assets might be handled by them, instead of you.
Whether your client is seeking to take a few chips off the table or sell everything and head to the beach, DLA Capital Advisors has the relationships and industry expertise to get your client the best value, on the best terms.