Added on April 2020 in M&A Issues
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Summary: Former UBS Financial Advisor looking to join existing RIA as a possible successor. Quick hits: Georgetown grad, former Credit Suisse institutional salesperson, led VC backed fintech startup in retirement income space. 31 years old. Strong network/ties to the community. NYC/CT based, but open to relocation.
Added on April 2020 in M&A Issues
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Summary: The coronavirus may have moved many principals of registered investment advisor firms from their brick-and-mortar offices to work remotely, but that hasn’t slowed the appetite for M&A among some.
Added on March 2020 in M&A Issues
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Summary: The end of the bull market for stocks could alter the dynamics of consolidation among registered investment advisers, potentially putting buyers in the driver’s seat.
Added on February 2020 in M&A Issues
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Summary: Let your match know you like their profile with an Indication of Interest (IOI). The IOI button is in the toolbox in your match’s profile. IOIs are free for all subscribers! Begin communicating with your matches.
Added on February 2020 in M&A Issues
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Summary: Sandra Nesbit expected lemonade. What life served up instead, when she merged her RIA with a national wealth management firm, was lemons.
