Articles tagged "Silver Lane Advisors"
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RIA M&A superstar Liz Nesvold takes control of her own destiny by invoking a contract clause at Raymond James -- and signaling that there is a hard way and easy way the next 90 days can go
The 'Michael Jordan of RIA M&A' may have been passed over on the St. Petersburg, Fla., investment bank's corporate ladder, despite her legendary rainmaking
February 4, 2023 at 2:53 AM
HighTower picks up $6.4-billion roll-up on the cheap but the valuation may reflect WealthTrust's stagnant growth and profitability
The Chicago roll-up gets an embattled league of RIAs for about $70 million by persuading its financiers to double down and private equity owners to suck it up
April 13, 2017 at 11:35 PM
With beginnings harking back to E*Trade's RIA roll-up liquidation, two Boston-adjacent RIAs of a certain age join to create a $4.7 billion firm
Downplaying succession ghosts, the Mark Hurley-funded combo of Adviser Investments and Braver Wealth Management is equal parts M&A wizardry and product of a local soda fountain meet-up
March 1, 2017 at 6:14 PM
Schwab's robo spikes suddenly to nearer $5 billion as 500 RIAs sign on
San Francisco giant also claims the assets, despite being managed for 'free,' produce better revenues than the self-directed accounts they are cannibalized from
October 27, 2015 at 8:13 PM
Covestor becomes latest robo site to sell out and become a bauble on bigger chain
Interactive brokers buys the New York-based SMA-robo that has struggled to gain assets
April 24, 2015 at 7:30 PM
How 3 wealth managers at Goldman Sachs parlayed a $1 billion book of business into a $125-million payday -- after doing it once before for $217 million
Todd Morgan sold his practice to State Street the first time, bought it back and is now selling to an entity partially owned by the National Bank of Canada
September 5, 2013 at 3:37 AM
Enter the deal makers: RIA M&A firms are hiring furiously -- even without a deal boom
Silver Lane, DeVoe & Co. and Gladstone are among the companies buying desks and seeking more resumes
March 25, 2013 at 3:59 AM
Former U.S. Trust CEO leads his RIA to the $4.5 billion mark -- and gains a Left Coast presence -- acquiring $645 million Mt. Eden
Evercore Wealth Management is buying a firm that was on the prowl to gain scale through a purchase, then went the other way
November 9, 2012 at 3:17 AM
LPL makes big advance into the RIA business with Fortigent acquisition
The kingpin of product-based mass affluent advice now has a major beachhead with high-net-worth investors
