Empowering Growing Firms to Build What’s Next

M&A Advisory | Capital | Talent | Strategic Growth
We work on fun projects with fun people who care about building something that lasts.

Wall Street precision with a Main Street purpose.

You’ve Built It. Now Let’s Build Endurance.

You’ve already built something successful. Now it’s time to scale it, protect it, and prepare it for what’s next.

At AMGF, in partnership with Lids Consulting, we work with founders and firm owners who are navigating critical inflection points:

  • Attracting capital or strategic partners without giving up control
  • Adding advisors or merging with aligned teams
  • Creating continuity, equity, and succession
  • Streamlining operations and long-term growth systems
How We Help

Core Focus Areas

What We Do

We partner with advisory firms nationwide to support growth through advisor recruitment, leadership development, and strategic transitions.

“We’ve led transactions north of $10B and placed hundreds of professionals, but our passion is helping underserved firms grow smart, exit smoothly, and build teams that last.

While billion-dollar firms attract attention, sub-$1B firms often go overlooked. We bring institutional-level strategy and execution — Wall Street precision for Main Street practices.”

Our goal is simple: help you turn a successful practice into a durable enterprise built to grow, transition, and thrive across generations.
VIEW OUR SERVICES

Successful Partnerships

Why AMGF + Lids Consulting

Institutional experience brought to sub-$1B firms

Multiple $10B+ in transactions advised

Deep buy-side & sell-side expertise

Strategic growth, M&A deal readiness,
succession, capital raise, and talent acquisition
Success-based, partnership-first approach
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leadership

Financial Industry Titans

 

Adam Mosbach, CFP®

Founder, AMGF

With 30+ years in financial services, Adam specializes in advisor placement, succession planning, and practice growth. In 2023 alone, he placed more than 35 professionals without retainers or pressure, focusing instead on thoughtful, strategic matchmaking.

Client Success Story:
Helped a $300M Arizona RIA recruit a successor advisor while adding $50M in new client relationships.

Dan Lidawer

President & CEO, Lids Consulting

Dan co-founded HighTower Advisors and Cresset Wealth, helping build two of the most influential independent RIA platforms in the country. He has structured and executed more than 70 acquisitions across the wealth management landscape.

Client Success Story:
Guided an $800M Midwest RIA through its first tuck-in acquisition, doubling its team and expanding retirement plan expertise.

Contact

Schedule A Confidential Call

Let’s talk about your next step. Whether you’re seeking capital, planning succession, or positioning for acquisition, we can help you chart the right course — and execute it with confidence.

Your Future. Your Equity. Your Legacy.

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A. M. GUIDANCE & FINANCIAL SERVICES

Through our collaboration with Lids Consulting, AMGF delivers a rare combination of human-capital expertise and institutional M&A strategy, empowering boutique firms to compete and grow while remaining independent.

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(480) 646-6902
adam@amguidance.com