How Brent Brodeski 'cut the middleman out' to get a no-strings $50 million for succession nirvana
Needing to cash out retiring partners, Savant Capital's CEO thought he needed to sell his $4.7B RIA -- 70 'conversations' later he met the potential moneymen
Author Brooke Southall October 5, 2016 at 5:55 PM
Stephen Winks
October 5, 2016 — 9:51 PM
The formulation of the Savant value proposition gives our most successful enterprising RIAs an avenue to effectively compete with the industry's largest financial services institutions which are finding it difficult to wean themselves from a outdated brokerage business model which neither acknowledges or supports expert fiduciary standing in the best interest of the investing public. SCW
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Ron Carson ends national search for chief marketing officer by doing a local M&A deal using his favorite HR broker -- Eric Clarke
When Eric Clarke decided he'd play matchmaker, the hyperactive Carson Group CEO snapped up Mineral Interactive and made a creative deal
October 5, 2018 at 6:05 PM
Mentioned in this article:
Advisor Growth Strategies, LLC
Consulting Firm
Top Executive: John Furey
Savant Capital Management
RIA Serving Endowments/Foundations
Top Executive: Brent Brodeski, CEO
Carson Group
Consulting Firm
Top Executive: Ron Carson
