A maverick RIA and a bank walked into a bar in 2006, 2011 and 2014. It's all settling out in a 2018 M&A & spin-off pub crawl

Boston Private lets a $9-billion RIA buy itself back to free up cash to be used to roll up more bank-minded wealth managers this time around and Peter Raimondi is back in the game

Author By Lisa Shidler May 14, 2018 at 8:05 PM

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Bill Rice: With ... Boston Private, we were unable to find a mechanism that worked for both parties to deal with incentivizing key employees.

Scott Dell'Orfano

Peter Raimondi

Steve Levitt

Anchor Capital

Boston Private

Park Sutton Advisors

Banyan Partners

Bill Rice

Dakota Wealth Management

Oakmont Partners

John DeSimone

Peter Mawn

Myranda O’Bara

Mentioned in this article:

Park Sutton Advisors, LLC
Mergers and Acquisition Firm
Top Executive: Steven Levitt

A maverick RIA and a bank walked into a bar in 2006, 2011 and 2014. It's all settling out in a 2018 M&A & spin-off pub crawl

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