Sky View Ltd

SkyView Ltd is a leading investment banking and financing firm based in Morgantown, WV, specializing in serving the needs of independent and registered investment advisors. With a team of experienced wealth management veterans, they offer guidance and capital for practice succession, acquisition, merger, and debt restructuring. SkyView provides immediate liquidity to sellers at attractive valuations and offers buyers the necessary capital to grow their practice.

With a track record of sourcing and funding billions of dollars, SkyView has facilitated numerous closings across various states, providing conventional non-SBA fixed-rate wealth management loans to RIAs and IBDs. Additionally, they offer investment banking services, assisting advisory firms and RIAs in sell-side representation, and work closely with buyers, sellers, investment bankers, and RIA lenders to present financing applications to the most suitable banks for M&A transactions.

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