Deal Flow Intelligence
Recruiting packages, deal terms, and competitive analysis
Avg Package
363%
of T12 revenue
Avg Upfront
243%
at signing
Avg Forgiveness
6.5 yrs
vesting period
Equity Deals
2
of 4 total deals
Sort by:
transition
Wells Fargo PCG
Wells Fargo PCG Elite Package
400%
Total
300% upfront
100% backend
9yr
400% total / 300% upfront for $1B+ producers
9-year loan forgiveness structure
4 months agoMin: $1000M AUM
acquisition
Hightower Advisors
Hightower Partnership Deal
380%
Total
220% upfront
160% backend
6yr
380% total / 220% upfront with equity
6-year forgiveness structure
4 months ago
transition
Rockefeller Capital Management
Rockefeller Capital Partnership
350%
Total
200% upfront
150% backend
5yr
350% total / 200% upfront with equity stake
5-year forgiveness structure
4 months ago
platform
LPL Financial
LPL Financial Affiliation Bonus
320%
Total
250% upfront
70% backend
6yr
320% total / 250% upfront
6-year forgiveness structure
4 months ago
Deal Comparison Matrix
| Firm | Total % | Upfront % | Backend % | Years | Equity | Min Req |
|---|---|---|---|---|---|---|
| Wells Fargo PCG | 400% | 300% | 100% | 9 | - | $1000M |
| Hightower Advisors | 380% | 220% | 160% | 6 | - | |
| Rockefeller Capital Management | 350% | 200% | 150% | 5 | - | |
| LPL Financial | 320% | 250% | 70% | 6 | - | - |