 For good reasons, Schwab wants to stay out of the transactions but the opportunity to engage actively throughout the entirety of the deal is really compelling.”
David DeVoe
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David DeVoe, Schwab's RIA M&A chief, leaves to start his own shop
Brooke Southall | RIA Biz, June 2013
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Summary: In November of 2011, David DeVoe left Schwab to set up his own M&A consulting business. DeVoe wasn’t getting enough hands-on work at Schwab and believed a significant opportunity existed to actively engage throughout the entirety of an M&A deal.
At this posting, June 2013, David has a staff of 3 and has had 50 engagements in the past 18 months. David’s entrepreneurial instincts coupled with his M&A talents have paid off and our advisory community is benefiting.
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