Customers & MarketEvent: September 2, 2026
Rinaldi Advisory Services successfully closed the transaction with client Wafra and the Navitas team.
Published
Signal category
Customers & Market
Quote
“Congratulations to our client Wafra and the entire Navitas team on the successful closing of this transaction.”
— Bob Rinaldi, CLFP|Rinaldi Advisory Services team
Company
Rinaldi Advisory Services
The leading advisory firm for exit strategy planning and mergers & acquisitions in the US equipment finance marketplace.
- Industry
- Financial Services
- Location
- Houston, US
- Company size
- 7 employees
Rinaldi Advisory Services is the leading consulting firm for mergers and acquisitions and exit strategy planning in the U.S. equipment finance marketplace. We help banks to better understand, enter, and succeed in the specialty lending sector of equipment finance. And we help owners of equipment finance companies develop a bank-ready exit strategy that drives sale premium.
Founded 2018