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We partner with wealth management firms to drive growth and sustainable performance.

About

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Discover Nesvold Capital Partners

Nesvold Capital Partners (NCP) is a strategic consultancy and long-duration investor that specializes in financial services, particularly wealth management and its ecosystem. Our founder has advised on, or invested in, transactions totaling more than $100 billion of client assets since 2020. 

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NCP makes supportive, non-control investments in innovative financial services firms with high-quality management teams.

We also provide CEO-level strategic consulting services to firms managing through exponential growth and/or transformational events, including mergers, acquisitions, recapitalizations, substantial organic growth initiatives, and partner liquidity/succession. 

Advisory Services

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Leadership

Peter Nesvold • JD, CFA, CPA

Founder and Managing Partner

 

Peter founded NCP after a 25-year career working primarily with wealth and asset management firms. A former #1-ranked research analyst, he previously was a partner and Chief Strategy Officer at Silver Lane Advisors, guiding the firm from startup to its position as the top-ranked M&A advisor in wealth management, through its sale to a Fortune 500 company. Earlier in his career, Peter was a Senior Managing Director at Bear Stearns and a "five-star" portfolio manager at Lazard Asset Management.

Outside of work, Peter is an Adjunct Professor at Fordham University, a Fellow at the Gabelli Center for Global Security Analysis, and has published four books on M&A with McGraw-Hill. Peter was graduated from the University of Pennsylvania and Fordham Law (cum laude, Order of the Coif), where he was elected Editor-in-Chief of his law journal. He has also completed 19 full marathons.

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Transactions

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Insights & Accomplishments

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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Professional Highlights

  • Partner and Co-Founder, Silver Lane Advisors

  • Portfolio manager, Lazard Asset Management

  • Senior Managing Director, Bear Stearns

  • M&A attorney, Shearman & Sterling

Recent Transactions

  • Sellside, Sale of Crestone Capital to Pathstone Family Office (2024)

  • Sellside, Sale of Advisory Partners Family Office to Miracle Mile (2023)

  • Sellside, Sale of Capital Pointe to Allworth (2023)

  • Sellside, Strategic minority investment in Moneco Advisors by Emigrant Partners (2023)

  • Sellside, Sale of Brainard Capital to Pathstone Family Office (2023)

  • Sellside, Sale of Affinia Financial Group to Sequoia Financial (2023)

  • Fairness Opinion, Recapitalization of Pathstone Family Office by Kelso and Lovell Minnick (2023)

  • Investment, Pathstone Family Office (2023)

  • Buyside, Acquisition of Willow Street Trust by Pathstone Family Office (2022)

  • Investment, XY Planning Network (2022)

  • Sellside, Liftout of Pearl Impact Capital by Calamos Investments (2021)

  • Buyside, Acquisition of Cornerstone Capital by Pathstone Family Office (2021)

  • Investment, Republic Capital Group (2021)

  • Investment, Stratos Wealth (2020)

  • Investment, Pure Financial (2020)

  • Sellside, Sale of Fiduciary Investment Advisors to DiMeo Schneider (now Fiducient)

Academic

  • B.A., University of Pennsylvania

  • J.D. (cum laude, Order of the Coif), Fordham Law School

Licenses and Credentials

  • Licensed to practice law in New York, New Jersey & U.S. Supreme Court

  • Certified public accountant

  • CFA charterholder

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