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Articles tagged "Frank Quattrone"


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Andy Rachleff will try to sell his $25-billion robo-RIA for $1.5 billion, a report says

Wealthfront turns to Frank Quattrone to spur sale after RBC and SPAC deals fall through, say RIABiz sources, but reported $1.5 billion price may be bridge too far

Though buyers are interested in the Palo Alto, Calif. -headquartered robo, they may have balked at the price, which sources say pushes the envelope even in a hot market, but banker Catalyst will further test the market.

November 17, 2021 at 2:29 AM

Bill Stone: We think there's a tremendous opportunity to cross-sell.

SS&C buys Advent for the Geneva crown jewels so what happens to Black Diamond and Advent Axys?

The Windsor, Conn. software roll-up wants blue chip asset managers, opening the door for a spinoff of RIA software

February 3, 2015 at 12:33 AM

Frank Quattrone's magic did not produce an opportunity for Advent better than what it had in-house.

After 'anxiety' rises, Advent Software calls off plans to seek a buyer

The gorilla provider of portfolio accounting to RIAs will go it alone after casting about for white knight

March 18, 2013 at 8:04 PM

Peter Hess has been putting Advent through a crash course of reinvention but now he may be seeking a buyer.

Advent Software is for sale, with Frank Quattrone as the sales agent, reports say

The owner of Black Diamond is well along in the process of seeking someone to take it private, according to a Reuters report and anonymous RIABiz sources

March 13, 2013 at 9:12 PM

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