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Deal 01 · Acquired

Fairbanks Legacy Partners

Closed Aug 4, 2026 · Led by Maya Chen

Pipeline
Stage 1 of 7
Acquired
AUM$2.1B
Advisors18
Households1,450
Days in stage5 / 7
Days of disruption—repaper → login
Advisor risk0No flagged books
01 · Technology

Stack & rationalization

One proposal, human approval, deterministic execution.

Annual run-rate identified—
Run discovery

No stack captured yet

Turn invoices, questionnaires, and messy diligence notes into an approval-ready inventory.

Start stack discovery
02 · Data

Data integration

Conversion status by domain. Performance history and cost basis carry the real risk.

Data conversion begins in the Migration stage.
03 · People

Advisor experience

Retention risk, with a name and a book attached.

7
J. Patel$263M book · checked in Aug 7, 2026

Weekly office hours scheduled through cutover.

8
L. Wren$291M book · checked in Aug 3, 2026
9
S. Ortega$319M book · checked in Aug 3, 2026
6
D. Knox$347M book · checked in Aug 7, 2026
7
E. Wallace$375M book · checked in Aug 3, 2026
8
A. Mercer$402M book · checked in Aug 3, 2026
04 · Change

Milestones

Planned versus actual cutover sequence.

Milestones are sequenced once rationalization is approved.