Sentry Financial Compliance Group (SFCG)
An alliance of seasoned and highly accomplished regulatory compliance leaders – all focused on delivering exceptional client satisfaction.
Sentry Financial Compliance Group is a family of boutique compliance practices that focus on delivering top-notch outsourced compliance services to financial businesses subject to regulatory oversight, including wealth management, private equity firms, direct lending operations, hedge fund groups, broker-dealers, retirement plan sponsors, fund administrators, banks, consumer lenders and mutual fund operators.
Grow Your Legacy
We retain the brand, employees, and culture you have worked hard to build post-investment.
A Permanent Partner
We never divest from our partnerships, so your team’s future is secure.
Community
We provide a community of industry-leading peers who share and grow together.
The decision to sell your business is a complicated one.
Selling your business is one of the most important decisions of your life. We take this seriously and understand our role as stewards of your legacy.
Unlike private equity firms or larger competitors, we will retain your employees, invest in growth, maintain your culture, and remain flexible around your objectives and involvement following a transaction.
We care about more than the valuation of your company. We care about the team and people that made your organization great. With Sentry, your people will be taken care of, and your business — your legacy — will live on and thrive.
A Partner for All Seasons
Expansion Growth Investment
We seek to partner with capable and motivated owners and management teams who are enjoyable to work with and provide them with the resources and processes they need to better serve their customers, employees, and communities.
Partial or Full Liquidity
You’ve worked for decades to build a valuable business, but the vast majority of your wealth is tied up in the company. We enable you to take some (or all) chips off the table, so you have peace of mind for your family’s future.
Our Commitment To You
Specialized Expertise
Our team comprises seasoned professionals with a wealth of experience in growing and scaling services companies. We bring specialized expertise to the table, ensuring that your business is equipped with the latest tools and strategies to excel in a competitive market.
Hands-On Approach
At Sentry Financial, we adopt a "roll up our sleeves" attitude. We don't just offer generic business advice; we dive deep into understanding your unique business requirements and tailor our services accordingly. Consider us an extension of your team, dedicated to your success.
Streamlined Operations
We recognize the challenges associated with managing back-office tasks while simultaneously delivering top-notch services to your clients. Our mission is to alleviate this burden by handling the administrative intricacies, allowing you to focus on what you do best — serving your customers.