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bdt capital partners

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bdt capital partnerschicago, IL

Additional Information

Merchant bank providing trusted advice, aligned capital, and differentiated investment solutions to support enduring growth and impact. Formed in 2023 through the combination of BDT & Company (founded 2009) and MSD Partners (founded 2009). Led by Byron Trott and Gregg Lemkau.

Broker-dealer registered with U.S. Securities and Exchange CommissionMember of Financial Industry Regulatory Authority (FINRA)Investment advisor registered with U.S. Securities and Exchange CommissionRegistered with commercial register of Frankfurt am Main (HRB 113612)Authorised and regulated by German Federal Financial Supervisory Authority (BaFin)Authorised and regulated by United Kingdom Financial Conduct Authority

Specializes in

closely held businessesgenerational buildersenduring growth and impact

Services

merchant bankinginvestment advisorycapital solutions

Established 2023 · Serving Chicago, New York, London, Dallas, Dubai +7 more

Additional information extracted from the firm's public website. Last updated: September 16, 2026

Contact Information

Phone: 312-660-7300

Website: https://bdtmsd.com

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How much does a financial advisor cost in chicago?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.