Strategic acquisition of SKY empowers F2 Strategy to enrich its solutions for financial services firms

F2 Strategy (“F2”), a  wealth management technology services company, has announced the acquisition of a full-service, boutique marketing consultancy, SKY Marketing Consultants (“SKY”), which specializes in providing branding and marketing advisor services for wealth management firms and their advisors. With the acquisition of SKY, F2 pairs its technology implementation and strategic consulting services with high-touch marketing strategies and solutions fit to serve firms across the wealth management industry.

“The addition of SKY is a significant step in expanding the services F2 can deliver to its leading client base.”

As a result of this acquisition, which closed in early February, SKY’s co-founder Jeremy Jackson will become F2’s chief marketing officer, while co-founder Liz Fritz will remain actively involved with strategic growth initiatives as a board officer. Doug Fritz, CEO and co-founder at F2 Strategy, will lead the unified teams under the F2 brand.

“Welcoming the talented team at SKY to F2 Strategy is a key milestone in the expansion of our business,” said Doug Fritz. “From day one, it was clear that our two companies were aligned in our vision for the marketing and technology solutions necessary in today’s wealth management industry. We’re looking forward to bringing our two businesses together to drive growth for our clients.”

Co-founded in 2014 by Jackson and Josh Roesslein, SKY is a full-service marketing consultancy that distinguishes itself from competitors through its financial services expertise and steadfast dedication to excellence in growth marketing initiatives. The firm provides strategic positioning and marketing services, client marketing and messaging, and a suite of digital marketing solutions that are designed for national and regional broker-dealers, independent registered investment advisors (RIAs) and asset managers.

“Growth-minded financial services firms are quickly realizing the importance of bridging the gap between marketing and technology,” said Jackson, who held Series 7 and Series 66 licenses in his leadership roles at major wealth management firms prior to founding SKY. “By joining forces with the team at F2, we have found the right partner to facilitate the integration of marketing and technology within our shared client base.”

The acquisition of SKY represents F2’s second acquisition in less than a year. In June 2023, F2 acquired consulting and services provider Oakbrook Solutions, which was facilitated by a majority investment from private equity firm Renovus Capital. Shortly thereafter, F2 appointed industry veteran Laura Korbel as the firm’s president to drive sustainable expansion and growth in this increasingly competitive landscape.

“F2 Strategy continues to lead the way in meeting the needs of growth-minded wealth managers, helping them implement the necessary technology to recruit and retain advisors and clients alike,” said Lee Minkoff, Managing Director at Renovus Capital. “The addition of SKY is a significant step in expanding the services F2 can deliver to its leading client base.”

F2 also recently established its new headquarters in Chicago, and maintains additional offices in New York and St. Louis. With an organizational headcount of over 100 employees and a network of 3600 consultants globally, the firm now services a client base collectively representing more than $3.8 trillion in AUM. For more information about F2 Strategy’s new combined technology and marketing consulting services, visit f2strategy.com.