Articles tagged "Lovell Minnick"

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Gladstone commandeers the Four Seasons as Andy Putterman and Brian Hamburger command the buzz

The M&A firm's event is about zzzzzzuccession planning but the event got un-boring fast when the two CEOs spoke their minds

May 19, 2015 — 8:08 PM UTC

Why exactly Lovell Minnick sold First Allied about five years ahead of plan

RCAP Holdings, virtually simultaneously with an IPO of its operating parent, came virtually out of nowhere to snatch a broker-dealer that Lovell Minnick had not even considered selling

June 13, 2013 — 5:31 AM UTC

The 19 ways private equity has juiced up the RIA business and how it's working out

RIAs, rollups, technology companies, RIA-friendly IBDs are among the firms soaking up the high-ROI capital

January 2, 2013 — 5:40 PM UTC

Lovell Minnick jumps into the roll-up game with the purchase of $2-billion wealth manager -- and a plan

Starting with Kanaly Trust, the Philly area private-equity firm plans to pick off sleepy, undersized trust companies and unleash their potential

October 10, 2012 — 3:39 AM UTC

Private equity firm acquires First Allied

Lovell Minnick buys the San Diego IBD from Advanced Equities

August 22, 2011 — 2:56 PM UTC
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