Equity Partner: Owner-Managed Business Advisory

Insite Finance is seeking an OMB Partner to own a substantial owner-managed portfolio and shape the firm’s next growth phase. This role is advisory-led, serving as the senior voice for owner-managers when answers aren’t straightforward.

You’ll be the lead adviser to owner-managers, taking full ownership of a significant OMB portfolio and guiding advisory engagements from restructuring to growth planning. Real equity is available with a strong leadership team in place.

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