Articles tagged "Liz Nesvold"
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'Second to none' Liz Nesvold, enters the PE game and may help give Karl Heckenberg and Joe Duran a run for their money?
The Emigrant Chair fell out with Mark Hurley then lost Karl Heckenberg, but he 'finally' signed the Silver Lane flash to his obvious delight
February 29, 2024 at 5:49 AM
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
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
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 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
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
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
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
