Third Seven Group, an investment bank and registered investment advisory firm, has acquired a stake in boutique investment management consultancy UDIS Capital Partners.
UDIS specializes in introducing foreign and domestic capital, managing cross-border transactions, and providing foreign currency solutions.
Third Seven currently offers direct investment opportunities to pre-IPO companies and access to The Growth Center, a proprietary solution that includes business consulting and unique technology to aid in any stage of an adviser’s business life cycle created by entrepreneurs, for entrepreneurs. This partnership with UDIS furthers Third Seven’s goal to arm their clients with tools and opportunities not available at other firms.
In addition to this partnership, Third Seven announced the promotion of Amit Dogra to CEO of Third Seven Advisors. Prior to joining Third Seven, he was a managing director at HighTower Advisors, where he oversaw adviser growth, relationship management and practice management.
The firm also announced the hiring of Michael Block to the role of managing director and market strategist for Third Seven Advisors. Prior to joining Third Seven, Block served as partner and chief strategist for Rhino Trading Partners.