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How Tiedemann and Presidio did a no-cash merger of their $4.9 billion and $4 billion RIAs -- and their disarming honesty about jitters

A restructuring by Presidio's stricken CEO's deputy paved the way for a 'non-threatening' union in which all principals keep their equity

Author Lisa Shidler August 16, 2016 at 9:05 PM
1 Comment
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Brodie Cobb: I saw a lot of similar-sized very successful firms begin to sell in San Francisco like Constellation, Luminous and Bakers Street and the question is: why?

David Devoe

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Jeff Spears

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Brodie Cobb

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Michael Tiedemann


Jeff Spears

Jeff Spears

August 17, 2016 — 5:25 PM

One person I did not mentioned is Mark Guinney, the partner in charge of Presidio’s money manager research and due diligence. Several of the ex-Presidio professionals I remain in contact with reference that they have not be able to find a superior replacement to Presidio’s research at their new firm.


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Mentioned in this article:

DeVoe & Company
Consulting Firm
Top Executive: David DeVoe

Addepar
Portfolio Management System
Top Executive: Eric Poirier



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