Niche Focus Financo's exclusive dedication to the Retail and Consumer sectors creates highly targeted M&A and advisory opportunities with mid-market retailers and consumer brands, enabling focused deal origination and cross-sell of sector expertise.

RJF Acquisition The 2020 acquisition by Raymond James may broaden access to a larger capital markets ecosystem, enabling cross referrals and the potential to introduce clients to wealth management, capital raising, and integration with RJF platforms.

Boutique Agility As a boutique with senior operators on the team, Financo can be approached for high touch, customized deal strategies and discreet advisory services tailored to each client’s goals.

Leadership Transitions Historical leadership changes, including retirement of the founder and key senior hires, suggest opportunities to offer executive search, governance or transition advisory services to maintain client relationships during changes.

Global Reach With global perspectives and experience in international markets, Financo clients pursuing cross border growth or opportunities in Europe, the Middle East and Africa present a path for cross border M&A advisory and international deal support.