Articles tagged "Liz Nesvold"
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RIA M&A superstar Liz Nesvold takes control of her own destiny by invoking a contract clause at Raymond James -- and signaling that there is a hard way and easy way the next 90 days can go
The 'Michael Jordan of RIA M&A' may have been passed over on the St. Petersburg, Fla., investment bank's corporate ladder, despite her legendary rainmaking
February 4, 2023 at 2:53 AM
Raymond James bids to be the Goldman Sachs of RIA M&A through acquistion Silver Lane -- and it might just work
The St. Petersburg, Fla. investment bank provides the next chapter in Liz Nesvold's 'storybook journey' as Manhattan matchmaker extraordinaire overnight
January 24, 2019 at 8:08 AM
HighTower picks up $6.4-billion roll-up on the cheap but the valuation may reflect WealthTrust's stagnant growth and profitability
The Chicago roll-up gets an embattled league of RIAs for about $70 million by persuading its financiers to double down and private equity owners to suck it up
April 13, 2017 at 11:35 PM
With a reminiscent fire, Elliot Weissbluth personally leads a new charge to buy RIAs
The CEO of HighTower, with a big assist from Liz Nesvold and a $150 million line of credit, is on the prowl for large practices
March 18, 2016 at 4:44 AM
Convergent Wealth begins to pick up the pieces after David Zier's death
The $9.4-billion RIA is said to be facing massive challenges in retaining advisors and clients -- rumors discounted by CEO Doug Wolford
November 4, 2014 at 6:02 AM
Enter the deal makers: RIA M&A firms are hiring furiously -- even without a deal boom
Silver Lane, DeVoe & Co. and Gladstone are among the companies buying desks and seeking more resumes
March 25, 2013 at 3:59 AM
LPL makes big advance into the RIA business with Fortigent acquisition
The kingpin of product-based mass affluent advice now has a major beachhead with high-net-worth investors
