Articles tagged "Jessica Bibliowicz"
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Stone Point and KKR buy Focus Financial for $2 billion by employing massive leverage
PE giants with loans of about $1 billion -- psyched that the roll-up's roll flow is snowballing in 2017 -- cash out Centerbridge, Polaris, Summit, several advisors and employees
April 19, 2017 at 4:39 AM
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
What bet Rudy Adolf is making on RIAs by pre-borrowing $550 million from Bank of America and a wider syndicate
The Focus Financial CEO sees lending rate at rock bottom and ROI on RIA investing with room to rock
January 8, 2014 at 9:41 PM
Once Exhibit A that roll-ups are a flop, NFP is emerging as a stingy, strategic player
Under outgoing CEO Jessica Bibliowicz, the bruised but fast-growing New York aggregator no longer resembles its insurance-dependent 2008 self
September 11, 2012 at 2:48 AM
National Financial Partners buys longtime partner Fusion signaling a shift away from the 'roll-up' model
The New York-based agglomeration of financial businesses is looking to inject higher levels of intelligence, best practices and culture by bringing the services of Fusion in-house
