The following case studies represent
typical transactions. The names of the firms, as well as
several relevant details have been altered for
confidentiality. Nevertheless, buyers and sellers may
gain an understanding of the process in action.
►Case
Study 1401– A
brokerage needs to double its size immediately, with
no work stoppage.
►Case
Study 7802– A
large bank wants to acquire a profitable online
brokerage.