From Financial Planning
Added on August 2016 in M&A Issues
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Summary: Yes, the merger of New York-based Tiedemann Wealth Management and San Francisco-based Presidio Capital Advisors is one of the most significant wealth management deals of the year.
From InvestmentNews
Added on August 2016 in M&A Issues
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Summary: Tiedemann Wealth Management is merging with Presidio Capital Advisors, a deal that stands out in the registered investment adviser industry for its large size.
From InvestmentNews
Added on August 2016 in M&A Issues
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Summary: Growth opportunities for advisory firms may need to come from acquiring individual advisers, rather than larger firms, because that's where buyers are most likely to find willing sellers, according to a new InvestmentNews/BlackRock study.
From IRIS
Added on July 2016 in M&A Issues
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Summary: This is the type of value buyers look and pay for. Today we consider the multi-faceted growth plan that most businesses require if owners are to sell or transfer their companies for the amount of cash they need and want for their post-business lives.
From WealthManagement.com
Added on July 2016 in M&A Issues
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Summary: Plenty of practices are looking to make acquisitions in today’s environment. And having gone through this process multiple times over the last few years, we know that plenty of mistakes are being made along the way.
