Wealth managers use Mergr to identify founders and executives who’ve recently exited businesses, making them ideal prospects for post-liquidity planning. By leveraging Mergr, wealth managers position themselves as proactive, informed partners for clients navigating M&A-driven events.
Use Mergr to find recently exited companies and target founders and execs in need of asset management, estate planning, or other investment guidance.
Use Mergr to see when portfolio companies are sold (likely triggering liquidity for GP insiders).
Use Mergr to look-up investment banks or law firms active in your region or sector specialty.