Articles tagged "Rudy Adolf"

The RIA roll-up adds Loring Ward to BAM with 50% cash down and the rest with Focus common shares

The shares are up more than 30% since Aug. 20; the CEO boasted on the quarterly call that the IPO itself sent the M&A pipeline spiraling higher

After push for $39 falters, the New York-based roll-up targets a $33 share price, which trims nearly $100 million off the take, but is far from shabby

RIAs can buy Focus shares at 'first-tick' price from the Boston-based giant through tomorrow as part of a 'directed' program that may also encourage RIAs to sell to Focus down the road

After New York roll-up CEO Rudy Adolf completes bang-up road show that emboldened share-price leap, time is of the essence

With Stone Point CEO Charles Davis now calling the shots, the RIA roll-up tacks to UHNW-directed RIAs, perhaps for their positioning in selling insurance

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

Kovitz Investment Group becomes the roll-up's fourth Chicago holding -- and maybe the most ambitious

What's hot right now? Almost nothing and nobody. But it might be a 'healthy correction' of equilibrium

With $325 million in revenues, the jumbo New York roll-up seeks to assuage a host of liquidity challenges

Focus follows Dynasty into Canada as the three big aggregators toggle between organic and inorganic growth

After laying low for five years, the passed-over Merrill heir apparent will help advise Chis Dupuy in budding 'Connections' program

Loaded with cash, experience and $11.5 billion of market cap, the North Shore asset manager just downloaded the RIA roll-up app in hiring the Focus Financial veteran

Firms that rarely advertise had booths, including mega-RIAs, competing custodians and Marty Bicknell

The Focus Financial CEO sees lending rate at rock bottom and ROI on RIA investing with room to rock