Our Team
Meet the Equity Partners Team
Meet the Experts
About Equity Partners
At Equity Partners, our mission is to empower financial advisors by providing access to growth capital, cost-reduction solutions, and strategic exit opportunities. With a team of seasoned professionals, we specialize in advisor succession strategies, growth initiatives, minority partnerships, and serve as a principal buyer for advisors seeking strategic exits.
Team Values
a commitment to client success are the cornerstones
Ron Robertson
CEO
Ron Robertson
CEO
Dr. Ken Knight
Business Professor
Dr. Ken Knight
Layne Sapp
Capital Markets Advisor
Layne Sapp
Capital Markets Advisor
Thane Cleland
CEO & CIO
Thane Cleland
CEO & CIO
Erik Ogard
Alternative Investments Expert
Erik Ogard
Jeff Hussey
Former Global CIO
Jeff Hussey
Industry Leaders Come Together
Advisor succession strategies
Advisor growth strategies and capital resources
Minority partnerships
Principal buyer for advisors seeking a strategic exit
Asset management
Portfolio implementation
Compliance
Industry Leaders Come Together
Advisor succession strategies
Advisor growth strategies and capital resources
Minority partnerships
Principal buyer for advisors seeking a strategic exit
Asset management
Portfolio implementation
Compliance
Industry Leaders Come Together
Advisor succession strategies
Advisor growth strategies and capital resources
Minority partnerships
Principal buyer for advisors seeking a strategic exit
Asset management
Portfolio implementation
Compliance
Highlighted Successes
Discover some of our standout projects that showcase Our Expertise
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delivering exceptional results
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Strategic Excellence, Proven Results
our methodology for delivering Solutions
At Equity Partners, we take a consultative, strategic approach to every engagement—helping advisors navigate succession, growth, and exit planning with precision. Our methodology is grounded in industry expertise, innovative financial structuring, and a commitment to sustainable outcomes for both advisors and their clients.
We don’t just offer solutions—we partner to create enduring value. Whether you’re scaling, preparing for a transition, or optimizing your operations, our process is designed to support every stage of your journey.
industry insights
We bring decades of experience from asset management, M&A, and succession planning to help advisors see around the corner.
innovative strategies
Our approach blends customized capital solutions, advisor equity strategies, and proprietary deal structures to unlock growth and liquidity.
drive sustainable success
From strategic exits to long-term partnerships, we help advisors build legacies that endure beyond the next transaction.