Articles tagged "ECHELON Partners"
Headline
Publish date
Nationwide buys Jefferson National under purported DOL duress but 'good private equity' and good planning may rule the day
The big Columbus, Ohio national insurer can certainly use a fiduciary annuity -- if there is such a thing -- but ROI is impetus number one
September 30, 2016 at 7:25 PM
Why Focus Financial is risking it all -- including the advantages of privacy and private stock -- for a successful IPO
RIAs are perhaps being held in place by just those two elements, but with $1-billion valuation on the line, the liquidity event is taking on a life of its own
August 30, 2016 at 6:57 PM
Report: Focus Financial is preparing SEC paperwork for its initial public offering -- but is it jumping the gun?
With $325 million in revenues, the jumbo New York roll-up seeks to assuage a host of liquidity challenges
July 7, 2015 at 3:36 PM
First Republic buys an eight-year-old RIA for $115 million
The BoA spin-off gets Paul Tramontano's Constellation Wealth Advisors and its $6.1 billion of assets
June 17, 2015 at 4:12 PM
Dan Seivert drops M&A data bombshell at his Dealmakers Summit to gasps
At his LA event, Dan Seivert revealed the thousands, yes, thousands of RIA deals going down this year despite limited activity from roll-ups
October 1, 2014 at 8:19 PM
Philly buyer lays down a cool $199 million in cash to buy FolioDynamix, the better to put Envestnet firmly in its sights
The 'it' factor of the 2007 start-up was its revamped Sungard orphan software with LPL, Pershing and Cetera as anchors
September 17, 2014 at 5:20 PM
How the Eric Cantor hire is really all about Ken Moelis, an original Wall Street 'Wolf', and his $963-million non-classic RIA
A former Robin to Mike Milken's Batman at Drexel Burnham pays chump change by Wall Street standards to get the politician aboard
September 5, 2014 at 7:39 PM
How a classic $16.2 billion RIA pulled off an IPO after a few speedbumps and why the decision is looking good
Shares of Silvercrest Asset Management are up about 40% and Wall Street analysts are proferring praise
July 24, 2014 at 4:44 PM
Gurinder Ahluwalia to step out, Charles Goldman steps in, as AssetMark CEO
Myra Rothfeld also departs as Goldman sets his sights on software, service revamp
January 13, 2014 at 4:31 PM
Dan Seivert brings 85 RIA deal-makers to la-la land 'Buyers' Boot Camp' for sun, sand and serious discussions
The ECHELON Partners chief exec fenced with Mark Tibergien, put a microscope on roll-ups and took M&A to a 404-level course
October 4, 2013 at 7:52 PM
How 3 wealth managers at Goldman Sachs parlayed a $1 billion book of business into a $125-million payday -- after doing it once before for $217 million
Todd Morgan sold his practice to State Street the first time, bought it back and is now selling to an entity partially owned by the National Bank of Canada
September 5, 2013 at 3:37 AM
Why exactly Lovell Minnick sold First Allied about five years ahead of plan
RCAP Holdings, virtually simultaneously with an IPO of its operating parent, came virtually out of nowhere to snatch a broker-dealer that Lovell Minnick had not even considered selling
June 13, 2013 at 5:31 AM
The FPA NorCal Conference burnishes its little-gem image with big RIAs and other advisory progressives
700 people pow-wowed at The (respendent) Palace of San Francisco and none of their activity escaped the Tim Welsh watchful eye
May 30, 2013 at 6:10 PM
As Envestnet shares soar, the firm extends its offerings further beyond RIAs with $33-million deal
With the Chicago-based outsourcer's stock now up about 75% in the past year, it picks up a Prudential unit that has sweet ties to trust companies
April 15, 2013 at 5:16 AM
The RIA M&A market stumbled in 2012, but giants were not deterred, Schwab end-of-year data shows
M&A activity still sickly slow by some reckonings, but harbingers of mating activity abound
