Hue Partners

?? Transaction Announcement?? We are celebrating a fantastic partnership ?? Hue Partners was honored to serve as the exclusive sell-side advisor to Bridge Advisory, LLC. It was a pleasure to work with Dave Penniall, Vanessa Burnett, CFP?, Dennis Grant and the entire Bridge team. Congratulations, Shannon Eusey, Matt Cooper, and the Beacon Pointe team on a great partnership! ?? — — At Hue Partners, we elevate M&A beyond mere numbers and spreadsheets. We harness the transformative power of storytelling to connect data, relationships, hearts, minds, and bridge the gap we saw in traditional investment banking. ? Like this post? ?? Like ?? Comment ?? Repost ?? Give Hue Partners a follow

?????? ?????? ???? ?? ???????? ?????????????? ?? Here is how you can?pour rocket fuel on a prospect meeting ?? Stacy Havener Founder of Havener Capital Partners and the storytelling queen recently joined M&A Confidential to unpack a hot topic – the secret behind a good meeting. ?? ???Studies show that for a meeting to be perceived as “successful,” ?????????????????? ???????? ???? ???????????70%????? ?????? ????????! That’s right—out of a one-hour meeting, they should be talking for?42 ??????????????! ?? But how often does that actually happen? Rarely in wealth management, that’s for sure! So, what can we do to bridge that gap? ??????????????? ?????? 50%: Aim for your prospects to share their insights and concerns. This not only makes them feel valued but also allows you to gather invaluable information. ????????????? ???? ??????????????????: The most important skill in business development? Active listening and asking the right questions. ????????????? ???????? ????????????????: Instead of launching into a monologue, create a space for dialogue. In M&A, just like in any other field, conversations can easily become one-sided. Keep in mind Stacy’s valuable insight on what truly defines a successful meeting Check out Stacy’s M&A confidential linked in the comments! ?? Join us for an amazing lineup of industry legends, featuring: ??? Stacy Havener - Havener Capital Partners ??? Tom Fields, CFP? - Fynancial ??? Ian Wenik - Citywire RIA ??? Aaron Hasler - SkyView Partners ??? Stephanie Bogan - Limitless Advisor Coaching ??? Adrian Johnstone - Practifi ??? Danielle Lemberg - Seward & Kissel LLP ??? Catherine J. Williams - Dimensional Fund Advisors ??? Alex Laipple - Ethic

Shake Off the Nerves and Break the Ice!??? Let’s face it: first meetings can be downright awkward. ?? Recently, Stacy Havener, Founder of Havener Capital Partners and the queen of storytelling, joined Hue Partners' M&A Confidential to dive into a hot topic: the secret behind a successful meeting. ?? Imagine this:?A first meeting feels a lot like a first date—filled with uncertainty and nervous energy. “Do I offer a business card? Where should I sit? Should I grab a coffee or just wing it?” ?? The tension is palpable. Everyone’s on high alert, exchanging nervous smiles and awkward silences, all while trying to avoid the potential disaster of spilling coffee on yourself (or someone else!). In the M&A, this awkwardness can be magnified, for both buyers and sellers. You’re not just evaluating a potential deal; you’re also determining if you’d enjoy working with these individuals. ???Here’s a thought: ?????????? ?????? ?????? ????????????! A skilled M&A Advisor breaks down those barriers to create a comfortable atmosphere FAST. A client of Hue Partners walked out of their management meeting with a buyer and said to us, "???? ??????’?? ?????????? ?????? ???????? ????????????. ?????? ?????????? ???????????? ???? ???????? ???? ?????????? ???????"? We must remind ourselves and our clients that ????’???? ?????? ??????????. So, as founders, ask yourself: Is the conversation flowing? Am I laughing? Would I want to travel across the globe with this person? ???? If the thought of a long flight with them makes you cringe, it might be time to think about that! Focus on breaking the ice and on building genuine connections. The best partnerships are formed when we let down our guards and simply be ourselves. ???Don’t miss out!?Check out Stacy Havener’s insights on M&A Confidential linked in the comments! Join us for an incredible lineup of industry legends during M&A Confidential, featuring: ??? Stacy Havener - Havener Capital Partners ??? Tom Fields, CFP?- Fynancial ??? Ian Wenik - Citywire RIA ??? Aaron Hasler - SkyView Partners ??? Stephanie Bogan - Limitless Advisor Coaching ??? Adrian Johnstone - Practifi ??? Danielle Lemberg - Seward & Kissel LLP ??? Catherine J. Williams - Dimensional Fund Advisors ??? Alex Laipple - Ethic

We are hiring - come join us! We are on a mission to crush traditional investment banking. We are making a hu(g)e impact in the RIA M&A industry. We’re growing our team and looking for a passionate and talented individual to join us on this incredible journey! ??

Stacy feels awkward tooting her own horn. But guess what? She’s offline in Jamaica, and I’m logged into her LinkedIn. (?? Hi, this is her Brand Manager, Mary Mack) I feel like my parents left me alone while they’re out of town for the week. What will I do first?? Throw a totally out-of-control 90s house party?? Eat all the junk food and jump on my bed until I barf? Nah. First order of business ? Brag about something cool Stacy has coming up. Hue Partners has a great speaker series called M&A Confidential And our girl Stacy was invited to be part of it ?? She chatted with Emily Blue, CFA about the art of storytelling, and an article she wrote will be up on the Hue website. ? Follow Hue Partners and you’ll get all the updates when her videos drop And I know I’m just pushing my luck at this point, but it’s St. Patrick’s Day and I’m Irish, soooo… ??Make sure you’re subscribed to her email list! She sends out a weekly email filled with all sorts of goodies.? + The link to subscribe is in the featured section of her profile. ?? Ok, your turn! Bragging may feel cringe (as the kids say), but I think we should also be proud of ourselves when we do cool stuff. What’s a recent win you were psyched about? I *dare you* to share (that basically means you have to, sorry.)?

In this life there are so many awesome people to meet and chat with. I count myself very lucky to have had that chance with the wonderfully talented Emily Blue, CFA of Hue Partners. I can't wait to see what she's managed to make of my ramblings! Seriously though, this was such an awesome discussion about how #rias can leverage their #crm for growth. The power of relationships and a whole bunch more. #wealthtech #advicetech Practifi

?? Client Spotlight: A Transformative Journey! ?? An incredible success story from one of our sell-side advisory clients! ??? When faced with pivotal and life-changing transaction, having a trusted advisor by your side is invaluable. That’s where our team at Hue Partners stepped in! With our expert guidance, Kevin A. Kaylakie, CFP?, CPWA? navigated the complexities of the M&A journey with confidence and clarity. We couldn't be happier for Kevin, Prime Capital Financial and the entire team on this great partnership. We can't wait to see where this partnership takes Prime Capital Family Office! ???Stay tuned! ?? Kevin will share his story and unveil how our collaboration not only empowered informed decisions but also provided unwavering support every step of the way.

Celebrating Hue with YOU! ?? As we mark our anniversary at Hue, we’re reminded of an impactful conversation with a client during his M&A journey. He shared a reflection: he wished he had captured more photographs of the special moments throughout his firm’s journey. “Take the picture,” he told us. ?? This resonated deeply with us. In honor of Hue Partners’ milestone, we want to take a moment to share snapshots from this extraordinary year—each representing the cherished memories, achievements, and connections we’ve built. Join us as we celebrate the journey, the moments, and the people who have made this year unforgettable! Here’s to many more memories to come! ???

A heartfelt thank you to Catherine J. Williams and Dimensional Fund Advisors for hosting an exceptional conference focused on two of the most pressing topics in our industry: deals and succession planning. ?? We were thrilled to have Ryan Halls from Hue Partners share his insights on "The Art of the Deal." The event attracted a full house as attendees delved into the latest trends in M&A and explored strategies for achieving optimal outcomes for clients, teams and shareholders. Thank you to everyone who participated and contributed to the vibrant discussions! We are counting down the days until next year's big event!

??Hue Partners' M&A Confidential is ????????! ?? We’ve heard the RIA community, and you asked for ????????! ?? This Spring, we are thrilled to bring the exceptional content you love from M&A conferences directly to your fingertips. ?? It will be ???????????? and ???????????? than ever before! Join us for an amazing lineup of industry legends, featuring: ??? Stacy Havener - Havener Capital Partners ??? Tom Fields, CFP? - Fynancial ??? Ian Wenik - Citywire RIA ??? Aaron Hasler - SkyView Partners ??? Stephanie Bogan - Limitless Advisor Coaching ??? Adrian Johnstone - Practifi ??? Danielle Lemberg - Seward & Kissel LLP ??? Catherine J. Williams - Dimensional Fund Advisors ??? Alex Laipple - Ethic Don’t miss this opportunity to gain invaluable insights from the best in the industry! ?? Follow Hue Partners to stay updated and make sure you’re part of this exciting journey! ??