Real business,
Real Impact.
Anyone can claim a personal approach. We prefer to prove it.
Family-owned enterprises to fast-growing start-ups, across company sales, buy-outs and acquisitions. Every story below is a business we advised from first conversation to completion.
Margetts Wealth Management finds its buyer from within
Alinea has guided Kevin Smith, the owner of Margetts Wealth Management, through a meticulously planned management buy-in, creating perfect alignment for continued success while reinforcing the firm's thriving independent culture.
Clarion Wealth Planning stays independent
Alinea has guided Ron Walker, the owner of Clarion Wealth Planning through a defining management buyout that preserves the firm's independence and values while setting the foundation for its next phase of growth.