Articles tagged "Silver Lane"
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Raymond James bids to be the Goldman Sachs of RIA M&A through acquistion Silver Lane -- and it might just work
The St. Petersburg, Fla. investment bank provides the next chapter in Liz Nesvold's 'storybook journey' as Manhattan matchmaker extraordinaire overnight
January 24, 2019 at 8:08 AM
With a reminiscent fire, Elliot Weissbluth personally leads a new charge to buy RIAs
The CEO of HighTower, with a big assist from Liz Nesvold and a $150 million line of credit, is on the prowl for large practices
March 18, 2016 at 4:44 AM
Marty Bicknell buys a $1.1 billion RIA that serves the mass affluent, and taps credit for the first time
In buying Vantage with borrowed funds, 'liquidity' per se was not the issue for Mariner Wealth; speed of execution was
January 7, 2015 at 8:11 PM
Convergent Wealth begins to pick up the pieces after David Zier's death
The $9.4-billion RIA is said to be facing massive challenges in retaining advisors and clients -- rumors discounted by CEO Doug Wolford
November 4, 2014 at 6:02 AM
A $1 billion RIA in the NY burbs got there without marketing now Focus Financial is assigned the makeover
Portfolio Strategy Group sells to the New York-based RIA umbrella and a website is the first order of business
February 1, 2013 at 6:32 AM
A $5.5 billion LA-based RIA is getting purchased by First Republic Bank
Luminous Capital has gone from a 2008 Merrill Lynch breakaway to a big bank puzzle piece in 2012
November 5, 2012 at 7:04 AM
A $3.4-billion, TAMP-owning RIA buys Interactive Advisory Software, removing the VCs and plunking in a CEO
Engineer-by-training Sean Hanlon's unconventional purchase of IAS and its $33 billion of assets administered is worth keeping an eye on
August 20, 2012 at 3:49 AM
Mintz Levin sells its $1.2 billion RIA, and Focus Financial nabs the assets through a partner firm
In an all-Boston deal, The Colony Group becomes a $2.5 billion behemoth only months after hooking up with the big New York consolidator
May 31, 2012 at 5:45 AM
E*TRADE unwinds its RIA roll-up, and a giant RIA rises in the Boston burbs
Mark Hurley chips in the cash and Liz Nesvold sells Kobren for a second time
