Wealth & Business Advisory
We assist select individuals and families in achieving their distinctive investment, business, and philanthropic objectives.
Our Philosophy
At Divergent Capital Asset Management, we take a comprehensive and integrated approach that supports the growth of both our clients’ privately held enterprises and their investment portfolios. Our advisory model is designed to align with the complexity and intergenerational priorities of high-net-worth individuals and families. ensuring that all aspects of their wealth are strategically managed in concert.
Our Approach
We blend the personalized service of a boutique with the institutional sophistication and expansive capabilities of a larger organization. By integrating traditional and alternative investment strategies with specialized business advisory and exit planning services, we help business owners align their enterprise decisions with long-term wealth preservation, legacy planning, and family objectives.
Personalized Investment Portfolios
With DCAM, you receive a personalized investment experience that focuses on growth, security, and long-term success. Let our team help you build a portfolio that not only meets your current needs but also anticipates your future financial aspirations. Our "Portfolio Flexibility" allows you to access to traditional and alternative investment strategies using custom portfolios designed to evolve with your financial goals. In addition, our "Diversified Strategies" balance risk and reward with tailored asset allocation across equities, fixed income, and alternatives ensuring we incorporate tax efficiencies and risk management into your portfolio.
Business, Valuation, and Capital Advisory Services
At DCAM we understand that for many high-net-worth clients, privately held businesses are not just assets—they’re the cornerstone of family wealth and legacy. We provide comprehensive business advisory, valuation, and capital advisory services designed to support privately held businesses through every stage of growth, transition, and value realization. Our advisory solutions help business owners and entrepreneurs maximize enterprise value, optimize capital structures, and strategically position their companies for future opportunities.
Business Advisory
We deliver strategic advisory services focused on enhancing financial performance, optimizing operational efficiency, and accelerating growth initiatives. Through a comprehensive approach that integrates financial, operational, and strategic insights, we help businesses unlock growth opportunities, navigate evolving market dynamics, and create sustainable long-term enterprise value.
Capital Advisory Services
We advise clients on raising capital, refinancing debt, and structuring strategic transactions. Whether navigating growth financing, recapitalizations, mergers and acquisitions, or liquidity events, Divergent provides hands-on support throughout the capital formation and execution process. Our strong network of institutional investors, family offices, and private capital providers enables us to deliver customized capital solutions aligned with our clients’ goals.
Valuation Services
Divergent delivers independent, defensible valuations for privately held businesses, supporting needs across transaction planning, shareholder reporting, estate and gift tax planning, buy-sell agreements, and litigation support. Our valuation analyses are rooted in rigorous financial modeling, market benchmarking, and industry expertise.
Exit Planning
We offer comprehensive exit planning solutions designed to position small businesses for successful ownership transitions. Our services focus on maximizing enterprise value through strategic preparation, operational optimization, and risk mitigation. Working in collaboration with legal, tax, and financial advisors, we develop and execute tailored exit strategies that align with the owner's financial and legacy objectives, ensuring a disciplined, tax-efficient, and seamless transition process.
Interested in Our Wealth or Business Advisory Services?
Contact us to talk with a member of our team.