Nick Arellano

Managing Partner at Your Legacy Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Hermosa Beach, California, United States, US

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Credentials

  • Certified Exit Planning Advisor
    Exit Planning Institute
    Nov, 2021
    - Oct, 2024
  • Certified Valuation Analyst (CVA)
    National Association of Certified Valuators and Analysts (NACVA)
    Nov, 2018
    - Oct, 2024
  • CIMA®
    Investment Management Consultants
    Jan, 2010
    - Oct, 2024
  • CFP®
    CFP Board
    Jan, 2007
    - Oct, 2024

Experience

  • Your Legacy Partners
    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Managing Partner
      • 2018 - Present

      Your Legacy Partners helps business owners design & execute their ideal transition plan. Serving businesses with $5M - $75M of revenue. Your Legacy Partners helps business owners design & execute their ideal transition plan. Serving businesses with $5M - $75M of revenue.

  • Kospow Partners
    • Managing Partner
      • 2018 - Present

      Kospow Partners invests in lower middle market companies with $5m - $50m in revenue. We primarily work with search funds, partnering with talented entrepreneurs to find, acquire and grow successful businesses. Kospow Partners invests in lower middle market companies with $5m - $50m in revenue. We primarily work with search funds, partnering with talented entrepreneurs to find, acquire and grow successful businesses.

  • SkyView Investment Banking
    • Principal
      • Jun 2020 - Dec 2021
  • DeVoe & Company
    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Director
      • Jan 2018 - Jun 2018

      Consulting firm that provides consulting, valuation and investment banking guidance to the Wealth Management industry. Consulting firm that provides consulting, valuation and investment banking guidance to the Wealth Management industry.

  • Shoreline Growth Partners
    • Managing Partner
      • 2015 - 2017

      Shoreline Growth Partners is a private investment company, supported by a group of successful entrepreneurs, formed to acquire and operate one good business. Shoreline Growth Partners is a private investment company, supported by a group of successful entrepreneurs, formed to acquire and operate one good business.

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Advisor
      • Jan 2006 - Apr 2015

      Partner - Local Team Partner - Local Team

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Executive
      • May 2004 - Dec 2005
  • Stifel Nicolaus
    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Investment Advisor
      • Aug 2003 - May 2004
  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Representative
      • Jan 2001 - Aug 2003

Education

  • The University of Chicago Booth School of Business
    Master of Business Administration (MBA), Finance, Entrepreneurship, Strategic Mgmt, Operations Mgmt
    2014 - 2016
  • College of Business- Minnesota State University, Mankato
    BS, Finance - Financial Planning
    1999 - 2003

Community

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