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We help wealth management firms unlock liquidity, growth, and lasting performance.

About

Discover Nesvold Capital Partners

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Nesvold Capital Partners (NCP) is an investment banking that specializes in M&A advisory and merchant banking for wealth management and its broader ecosystem. As a leading M&A advisory boutique in the sector, we stand apart by avoiding overlapping engagements with competing firms and focusing our sell-side processes on a select group of pre-vetted, highly qualified buyers. Our founder, a recognized M&A authority, has authored four books with McGraw-Hill, teaches M&A at a top business school, and invests in exceptional wealth management firms alongside his clients—setting us apart from any competing investment banking boutique. 

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NCP delivers CEO-level advisory services tailored to firms experiencing exponential growth or navigating transformative events. 

Such events include mergers, acquisitions, recapitalizations, significant organic growth strategies, and partner liquidity or succession planning. NCP also makes supportive, non-control investments in innovating financial services firms led by exceptional management teams. Over the course of their careers, NCP's principals have advised or invested in firms managing over $1 trillion of client assets.

Our Team

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Peter Nesvold

Managing Partner

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Ruotao Wang

Director

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Kate Healy

Advisory Board

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Over the course of their careers, NCP's professionals have advised, or invested in, wealth management firms managing over $1 trillion of client assets. We are steadfast in our commitment to the industry.

 

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Insights & Media

NCP is committed to thought leadership ― not only in wealth management, but also investment banking broadly. Peter has co-authored the best-selling M&A series with over 100,000 copies sold.

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Flash Update: Has RIA M&A Activity Peaked?
Executive Briefing: How Are RIAs Valued -- and What Creates a Premium?
Executive Briefing: Not Just Succession -- Why M&A Has Become a Growth Strategy
Executive Briefing: Compensation Models that Work
Flash Update: Was WEG's Acquisition of RWA Really About $22 Billion of Client Assets? No.

Executive Briefings

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Practice Management Insights

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Company News

 

Video Updates

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CONTACT US

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1230 Avenue of the Americas

16th Floor, Suite 1631

New York, NY 10020

​Advisory services offered through Kingswood Wealth Advisors (KWA) an SEC registered investment adviser. Securities services offered through Kingswood Capital Partners. LLC (KCP) member FINRA/SIPC. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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© 2026 by Nesvold Capital Partners LLC.

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