Cross-Client Access Direct access to WHA's client base enables cross-sell of M&A advisory, valuations, fairness opinions, and succession planning to wealth managers, asset managers, broker-dealers, and fund administrators served by WHA.

Expanded Offerings PSA's broad advisory suite including mergers and acquisitions, divestitures, strategic alliances, joint ventures, valuations, fairness opinions, succession planning and expert witness can be broadened to WHA clients, especially in wealth management, insurance, healthcare and fintech sectors.

New York Focus Based in New York City with a lean 2-10 person team and senior leadership, PSA can efficiently win mid-market deals in the dense NYC financial services ecosystem and rapidly mobilize advisory engagements for WHA-affiliate clients.

Experience Edge Senior partners bring over 80 years of combined experience across investment banking, private banking, corporate banking and consumer finance, enabling trusted relationships and complex transactions, valuations and advisory services within PSA and WHA networks.

Market Consolidation The PSA acquisition by WHA and WHA's focus on insurance, healthcare, wealth and fintech deals signal a broader consolidation trend in niche financial services advisory, presenting opportunities to target mid-market buyers and fintech/insurtech clients via a joint PSA-WHA platform.