Makari-
derives from the Ancient Greek “makar (μακαρ)” meaning “Fortunate, blessed.”
We are blessed to serve our clients, our partners, and our communities.
Makari Group is a national recruiting and consulting firm, with our main mission to be your partner in growth. We have expertise in Financial Advisor Movement and Enterprise Services.
Our principals have guided thousands of advisors looking for a better home. Our responsibility is to help our clients find the ideal partner to best serve their clients and support their staff.
The Makari Group’s Enterprise Solutions team focuses on helping RIAs, Broker Dealers, and Hybrid firms with four main contributors to growth and efficiency: Growth Strategies, Capital Solutions, Mergers and Acquisitions, and the ideal Platform.
Our Services
What We Can Do For You
Financial Advisor Services
Enterprise Services
We would like to partner with you in our areas of expertise:
Guiding advisors to firms that will alleviate their pain points and leverage their growth.
Guiding Enterprises on recruiting strategies and acquisitions.
Finding next-gen advisors and creating Succession Plans for those looking to retire.
Succession Plan for those looking to retire.
Finding the right buyer for advisors looking to sell their book of business.
All aspects of Enterprise M&A: finding acquisition candidates, setting up financing, introduction to equity partners, negotiating the deal and helping on execution.
Introduction to cutting edge client acquisition technology using AI for better leverage and quality leads.