Wealth Management

"The AGC team exceeded every expectation, from our initial vetting process through the official closing date. AGC's deep understanding of the financial technology industry, strong relationships with strategic players, and breadth of M&A experience were crucial factors in achieving such a successful result. Ben and team worked tirelessly hand in hand through the entire process. They were always prepared, knowledgeable, and one step ahead of all potential obstacles that could have derailed our deal. We would not have been able to achieve the outcome we did if it were not for the hands-on, partner-led process Ben and his team provided to our team every day."

I can’t express strongly enough what an incredible pleasure and professional opportunity it has been working with AGC. It is rare to be involved with a team where I find myself so completely impressed and really “wowed” by the energy, capabilities and knowledge of everyone I meet. All I can say is thanks and so very well done. I take every opportunity to share the experience with those I work with and anyone who asks how it all happened.