CLOs on the Move

Private Advisor Group

www.privateadvisorgroup.com

 
As the world of wealth management grows more complex, the more you need a firm who can grow with you. At Private Advisor Group, we are continually evolving to help you stay one step ahead in a changing world. Our mission is to help financial advisors, investors and RIA firms grow smarter and more confidently. Grow with Us. Securities offered through LPL Financial. Member FINRA/SIPC www.FINRA.org/www.SIPC.org. Investment advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial.
  • Number of Employees: 250-1000
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details
Cari Smith
Director of Compliance Profile
Raphiella Adamson
Director of Compliance Profile
Jim Hooks
Executive Vice President, Chief Compliance Officer Profile

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Cyndx

Cyndx is an open technology platform that enhances and empowers all stakeholders in the capital raising and M+A processes. Cyndx identifies growth opportunities for entrepreneurs, investors, and advisors. Unlike other deal-platforms, Cyndx does not operate as a broker-dealer, rather Cyndx equips the user with the analytics, tools, and insights necessary to source, contact, and manage a deal. 

The Cyndx product suite consists of 3 SaaS platforms, powered by advanced machine-learning algorithms and natural language processing. 
Cyndx Finder introduces a unique way to identify new business opportunities. Cyndx Finder generates a target list of companies based on semantic functionality and finds the comparable companies for your target in seconds. Cyndx Finder also provides deeper insights into companies’ firmographic backgrounds and financial histories. Cyndx Finder’s powerful algorithmic discovery pulls up companies that you never would have found otherwise. Cyndx Raiser streamlines the deal management process by curating a list of appropriate investors for your expected deal. Cyndx Raiser analyzes your firm’s expected raise, your company’s history, its key players, and the operating industry, while also considering global investment history, individual investor funding histories, and investments in similar spaces to hone in on the most relevant financial investors, strategic investors, and family offices. Utilize the Cyndx Raiser CRM, Data Room, and Deal Profile to understand investor engagement and to further personalize each investor outreach. Cyndx Owner facilitates the management of your company’s cap-table. Stored and secured through the cloud, the Cyndx Owner platform offers a navigable and intuitive way to control and share your firm’s capitalization. Create hypothetical scenarios with waterfall analysis for any potential future strategic financing events and request 409A valuations and ASC 718 compliance for your firm through Cyndx Owner.

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