About
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.
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.
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.
Transactions
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.
Professional Highlights
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Partner and Co-Founder, Silver Lane Advisors
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Portfolio manager, Lazard Asset Management
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Senior Managing Director, Bear Stearns
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M&A attorney, Shearman & Sterling
Recent Transactions
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Sellside, Sale of Crestone Capital to Pathstone Family Office (2024) *
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Sellside, Sale of Advisory Partners Family Office to Miracle Mile (2023) *
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Sellside, Sale of Capital Pointe to Allworth (2023) *
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Sellside, Strategic minority investment in Moneco Advisors by Emigrant Partners (2023) *
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Sellside, Sale of Brainard Capital to Pathstone Family Office (2023) *
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Sellside, Sale of Affinia Financial Group to Sequoia Financial (2023) *
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Fairness Opinion, Recapitalization of Pathstone Family Office by Kelso and Lovell Minnick (2023) *
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Investment, Pathstone Family Office (2023)
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Buyside, Acquisition of Willow Street Trust by Pathstone Family Office (2022) *
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Investment, XY Planning Network (2022)
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Sellside, Liftout of Pearl Impact Capital by Calamos Investments (2021)
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Buyside, Acquisition of Cornerstone Capital by Pathstone Family Office (2021)
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Investment, Republic Capital Group (2021)
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Investment, Stratos Wealth (2020)
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Investment, Pure Financial (2020)
* Consummated on Republic platform.
Academic
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B.A., University of Pennsylvania
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J.D. (cum laude, Order of the Coif), Fordham Law School
Licenses and Credentials
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Licensed to practice law in New York, New Jersey & U.S. Supreme Court
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Certified public accountant
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CFA charterholder