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Morgan Partners, LLC

Overview:

Morgan Partners provides M&A and growth equity advisory services and strategic advice to financial services and technology companies. Our vertical specialization spans geography and capitalization, with customers ranging from innovative software firms seeking growth capital to leading broker/dealers, exchanges, risk insurers, and financial institutions for whom we have led complex and notable transactions.

Our senior staff are M&A and technology experts, each with domain expertise and relationships with key decision makers in the sector. We leverage this positioning to provide our clients access to the right potential strategic and financial counterparties and to deliver superior results.

Morgan Partners operates indepenently, without conflicts of interest, and with a hands-on style. The firm's founder and Managing Director is Marc Maselli, and it serves clients globally from its Boston headquarters.

Member: FINRA, SIPC

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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