Articles tagged "Michael Paley"


HeadlinePublish date

Focus Financial doubles down on financial engineering by making five hires -- four of them deal hounds

With $325 million in revenues and a big line of credit, the New York roll-up machine is playing to its M&A strength

May 21, 2015 — 8:57 PM UTC

How a $1.3-billion Manhattan, Raymond James RIA won a top exec from the roll-up down the street: Focus Financial

Michael Paley comes to Klingman & Assoc. with a mandate to add billions in AUM for his fellow-but-elder Princeton tiger

June 25, 2014 — 5:45 AM UTC

Buckingham Asset Management creates a structure with Focus Financial that enables it to roll-up the 120 RIAs that entrust it with $13 billion of DFA TAMP assets

With this co-creation of a de facto ISO-9000 for succession plans, smaller RIAs may have more options and metrics on the back end

November 13, 2012 — 7:07 AM UTC
— There are no additional results —