FiPar assists financial organizations identify, assess and secure acquisitions
of trust companies and books of trust business as well as assist in identifying opportunities to divest trust companies
and books of trust business.
Generally, FiPar identifies potential opportunities through active networking among trust and investment professionals
throughout the financial services industry and, subsequently, assists those organizations in performing due diligence.
Additionally, FiPar maintains
an informal inventory of potential trust opportunities based on either actual knowledge of situations or of situations
thought to represent opportunities.
Furthermore, FiPar assists banks and trust companies identify and acquire investment advisory firms.