Brinker Capital Announces Strategic Partnership and Investment in BizEquity

BERWYN, Pa., Oct. 1, 2018 /PRNewswire/ — Brinker Capital, a leading investment management company focused on multi-asset class investing, today announced an equity investment and distribution partnership with BizEquity, the world’s largest online business valuation service*, to provide financial advisors and registered investment advisors access to the tools to develop business valuation analysis for their clients.

In an effort to further expand its service offering to advisors who access Brinker Capital products through its Wealth Advisory and RIA Services units, Brinker Capital leverages BizEquity’s cloud-based technology to deliver in-depth business valuation paired with industry analysis powered by big data. In doing so, Brinker Capital is able to effectively and efficiently guide advisors and their business owner clients through the financial decision-making process.

“The investment in BizEquity reinforces our commitment to providing innovative solutions and services to advisors and their clients,” said Noreen D. Beaman, CPA, Chief Executive Officer at Brinker Capital. “With 98% of business owners unaware of the true value of their business, it’s critical that advisors be equipped with the proper business planning tools and resources. By partnering with BizEquity, we’re able to provide advisors with a realistic valuation of their clients’ business which better positions the advisor to offer advice tailored to their clients’ needs.”

“There is clear alignment in the strategic vision and culture of the two companies,” said Michael M. Carter, Founder and Chief Executive Officer at BizEquity. “Brinker Capital’s investment in our company will empower even more advisors with access to our state-of-the-art digital technology used to drive the results of the business valuation report.”