Added on February 2018 in M&A Issues
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Summary: [Podcast] An expanded landscape has paved the way for breakaway advisors to monetize their businesses in the short-term, with a growing number of ways to fund start up, de-risk a move, and replace lost unvested deferred comp.
Added on February 2018 in M&A Issues
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Summary: With wealth firms changing hands at a furious pace, some market players are eager to warn would-be sellers that quantity doesn’t equal quality -- and that more transactions hailed means more deals are quietly biting the dust.
Added on February 2018 in M&A Issues
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Summary: Formed last summer by John Copeland, Rich Gill and Sean Bresnan, the executive team that ran the highly successful wealth management division of Affiliated Managers Group, Wealth Partners bought minority stakes in three large regional wealth management firms: Torrance, California-based EP Wealth Advisors, MAI Capital Management in Cleveland and Forbes Family Trust in New York.
Added on February 2018 in M&A Issues
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Summary: Marty Bicknell says his interest in technology startups goes back to the beginning of his professional career. But now, as head of Mariner Holdings, with $46 billion in assets, and one of the largest and most innovative RIAs, tech entrepreneurs are all but unavoidable.
Added on February 2018 in M&A Issues
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Summary: Inorganic growth is viewed as the quickest way to increase your revenue. You can grow your firm by buying another and perhaps less obviously, selling yours. In this blog, we consider the pros and cons of being a buyer.
