About
Discover Nesvold Capital Partners
Nesvold Capital Partners (NCP) is a preeminent merchant bank specializing in wealth management and its broader ecosystem. As the most exclusive 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.
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. Since launching in 2020, we have advised, or invested in, firms managing over $250 billion of client assets.
Leadership
Peter Nesvold • JD, CFA, CPA
Managing Partner
Peter is a seasoned finance executive with a rare blend of legal, financial, and strategic expertise, holding credentials as a lawyer, CPA, and CFA charterholder. With over 25 years of experience on Wall Street, he has built a distinguished career in asset and wealth management, earning recognition as one of the top five most impactful M&A bankers in the industry. Peter advises CEOs, fiduciary boards, and senior leaders on complex M&A transactions, succession planning, compensation and equity strategies, brand building, and recruitment.
Previously, Peter was a partner and Chief Strategy Officer at Silver Lane Advisors, where he played a pivotal role in scaling the firm from startup to a top-ranked M&A advisor in wealth management, culminating in its sale to a Fortune 500 company. Prior to Silver Lane, he was a Senior Managing Director at Bear Stearns and a “five-star” portfolio manager at Lazard Asset Management.
Beyond his professional achievements, Peter is an Adjunct Professor at the Gabelli School of Business at Fordham University, an accomplished author of four books on M&A with McGraw-Hill, and an active member of multiple fiduciary and advisory boards. He holds degrees from the University of Pennsylvania and Fordham Law, and previously was a dedicated long-distance runner, having completed 19 full marathons.
Transactions
Since our founding in 2020, NCP has advised, or invested in, 22 wealth management firms managing over $250 billion of client assets. We are steadfast in our commitment to the industry.
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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WSR Names M&A 5: Top Wealth Management M&A Bankers, Wealth Solutions Report
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CI Financial Sale: The Writing Was on the Wall, Sources Say, Investment News
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Abu Dhabi Leads Sovereign Wealth’s Rise in RIA Market, CityWire
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Five Best Books on M&A to Complete Deals Successfully, M&A Community
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Why US Advisers Can’t IPO (and What UK Advisers Can Learn from This), CityWire
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The Right Compensation Models to Attract and Keep Talent, Barron's
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What Makes an RIA Deal Fail?, CityWire
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Buy, Sell or Grow? For S- and C-Corps, It's Complicated, ThinkAdvisor
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The Current State of Wealth Management, Investment News (podcast)
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What's Behind Private Equity's Hunger for Advice Firms?, Barron's
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10 Pros and Cons of Taking On a Minority-Stake Investor, ThinkAdvisor
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Valuations for B-Ds and RIAs Soar. Can It Last?, Investment News
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Wealth Management & Deal Making with Peter Nesvold, DealQuest (podcast)
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Solid Start to Wealth Management Deals in 2024, Investment News
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Professionalizing Your Firm for the Future, RIA Practice Insights, Mercer Capital (webcast)
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Pathstone Acquires $3bn UHNW-focused RIA in First Deal of 2024, CityWire
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RIA M&A Bounces Back to Start 2024, Investment News
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The Emperor Has No Clothes! Are Investors Misinformed about Private Equity Returns?, Forbes
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Dynamics of RIA Dealmaking Will Withstand Bear Market: Experts, RIA Insights
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11 Trends Affecting RIAs Now, for Better or Worse, ThinkAdvisor
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The Forces Boosting RIA Valuations and Driving a Dramatic Shift in Deal Structure, RIA Intel
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Private Equity’s Spike in Wealth Management Acquisitions, DMA
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Emigrant stakes $1.5bn RIA in first deal under new CEO Souza, CityWire
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Mega RIAs Still Making Deals, Investment News
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Why M&A Activity for RIAs Should Be Strong in 2023, ThinkAdvisor
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Goldman Buys United Capital for $750 Million in Cash. What Does It Want?, Wealth Management
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Pathstone to Merge With Hall Capital to Create $100B AUM Firm, Wealth Management
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Peter Nesvold Drops Hints on His Next RIA Deal, Wealth Management
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Nesvold Capital Partners Invests in $2.7 Billion Pure Financial, Wealth Management
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Peter Nesvold Takes Stake in Stratos through New RIA Investing Biz, CityWire
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Peter Nesvold's New Merchant Bank Invests in Stratos, Private Banker International
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Which Are Better: Target-Date Funds or Robo Advisors?, US News & World Report
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Debt-strapped Kestra Sells Brokerage to Atria Wealth Solutions, Financial Planning