Investment Bank

Dalphia Partners

19200 Von Karman Ave, Suite 400

Irvine, California

United States

(949) 396-1850

https://www.dalphiapartners.com

Founded in 2023, Dalphia Partners is a privately held M&A advisory firm specializing in the wealth management sector. Established by Jim DiPisa, CFA, the firm leverages his extensive experience in M&A, investment banking, and capital markets to provide tailored advisory services to registered investment advisor (RIA) firms, wealth managers, and financial sponsors. Target Sectors: Wealth Management - Registered Investment Advisors (RIAs) - Financial Planning Firms - Independent Wealth Managers Financial Sponsors - Private Equity Firms - Family Offices Services Offered: Sell-Side M&A Advisory Buy-Side M&A Advisory Bespoke Solutions

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