Your Partner for Succession & Strategic Capital
Yogo Advisors specializes in the sell-side representation of RIA owners who are looking to exit or recapitalize their business. We cater solutions for our clients based on their specific needs and desired outcomes, leveraging exclusive access and insight into the ever changing and competitive RIA landscape.
Why Yogo?
At Yogo, we believe that every RIA owner deserves a tailored exit strategy that aligns with their goals and aspirations. Our team is here to support you with expert guidance, strategic insights, and a commitment to helping you achieve the best possible outcome for your business AND your clients.
15+
Years of Experience in RIA M&A
4B
Assets Bought & Transitioned
100M+
Capital Deployed in RIA M&A
250M
Capital Raised for RIA Minority Stake Strategy
Dan Newhall
Principal
Dan is a conscious leader and experienced RIA operator with a flare for making deals happen.
In his last RIA partnership, Dan and his team grew the business from 400M to 4.5B in AUM in 5 years . Dan was the CCO and Head of Merger & Acquisitions for the firm, recruiting more than 25 advisors into the business and affecting multiple M&A transactions totaling more than 4B in assets transitioned into the business. Most recently, Dan co-founded Rise Growth Partners and along with his team, raised 250M in strategic capital for a minority stake investment strategy focused on mid market, regional RIAs.
In addition to his entrepreneurial endeavors, Dan leads a local men’s group in Bozeman, The Journeymen. He holds a B.S. from Williams College and an M.S. from San Francisco State University. He lives in Bozeman with his beautiful wife Lexi and their 2 boys, Dodger & Augustus.
Favorite activities: bow hunting, snowboarding, golf, running and music.
Let's Start a Conversation
Contact us today to learn more about our consulting services and how we can help you achieve your strategic objectives.