How the Luminous deal is rocking the recruiting world -- and may set the stage for more fireworks
The former Merrill stars effected an outsized cash deal with First Republic, proving that independence can have monetary rewards to match the psychic ones
Brian Lauzon
Great perspectives on immediate vs. delayed rewards. Private equity (or strategic) investors will always place a premium on high-quality, well-managed firms with growing and recurring cash flows. And with these in place, they will also be willing to take more risk up front.
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Dynasty Financial Partners LLC
Specialized Breakaway Service, Mergers and Acquisition Firm, RIA Set-up Firm
Top Executive: Shirl Penney
