Articles tagged "Matt Brinker"
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Marc Spilker adds Matt Brinker as chess piece -- and partner -- in what he calls a 'very selective' talent add to build platform-for-RIA platforms outside Wall Street
Merchant Investment Management's executive chairman wants good people good at their job and Brinker likes having a breakaway Goldman partner rather than one captive to the Wall Street giant.
January 15, 2020 at 2:42 AM
Goldman Sachs closes United Capital deal and Matt Brinker, Joe Duran's wingman, exits with social media swan song on same day
The M&A chief's departure from the Newport Beach, Calif. roll-up may signal that its rolling-up days are over
July 18, 2019 at 6:13 PM
Framing it as a wildly disruptive 3,300-basis-point fee on de novo revenues, Joe Duran's United Capital digital reboot is apparently raking in RIA assets and revenues
The charismatic CEO's launch of FinLife Partners -- with unabashed Fidelity support -- is in effect selling revenues to advisors but taking a risk on their success
March 28, 2017 at 7:40 PM
How United Capital's unconventional rolling up of a $2 billion RIA reveals how close the roll-up model is to extinction
Joe Duran's Newport Beach firm does cryptic non-transactional acquisition as Focus Financial becomes a tuck-in machine and HighTower sells de facto franchises
March 3, 2015 at 6:43 PM
Fresh off an RBC exit, Ryan Marcus lands with Joe Duran
The recently departed face of RBC's RIA custody will tackle the Northeast corridor of the US for United Capital
August 19, 2014 at 10:42 PM
Are 'for sale' the dirtiest words in the acquirers' lexicon? M&A mavens debate the point at a Philadelphia event
If 'Secrets of Successful Acquirers' didn't live up to its scandalous billing, some sparks did fly at Gladstone's annual confab
May 20, 2014 at 6:13 AM
The unlikely marriage of United Capital and a mission-driven 31 year-old in boom-town Fargo
The North Dakota oil rush and a giant Microsoft presence figure in but mostly it's the passion of a young man with a plan
December 10, 2013 at 6:07 PM
Ex-KKR capitalists reach the RIA gate by taking a $30-million stake in United Capital
After vowing never to take private equity again, Joe Duran describes a business model shift sparked by his 'Honest Conversations' method
October 22, 2013 at 6:35 PM
Focus Financial gets a long-sought $400 million DFA RIA in Dallas -- with Adam Birenbaum's firm as the final added ingredient
Rudy Adolf's roll-up-like team used crerativity and persistence to get Jim Whiddon out for coffee; Matt Brinker at United Capital also closed a small deal but projects bigger revenue will come aboard soon
July 2, 2013 at 5:30 AM
United Capital looks to attract divorcees with new acquisition
The $14-billion RIA aggregator has identified a niche that represents a crying need for advice and a place where money is in motion
