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Articles tagged "Peter Raimondi"


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Nick Blasi: The buyer is taking a substantial risk [in this environment] and should be allowed to protect themselves.

Suitcases of cash for RIA M&A deals are one COVID-19 victim, as RIA buyers leverage economic uncertainty to force more risk on sellers

Sellers are still getting paid at familiar sales prices, but some of the bad old days of 'earn-outs' are back, which delays the time when they can stop worrying about firm cash flow

June 24, 2020 at 2:05 AM

Bill Rice: With ... Boston Private, we were unable to find a mechanism that worked for both parties to deal with incentivizing key employees.

A maverick RIA and a bank walked into a bar in 2006, 2011 and 2014. It's all settling out in a 2018 M&A & spin-off pub crawl

Boston Private lets a $9-billion RIA buy itself back to free up cash to be used to roll up more bank-minded wealth managers this time around and Peter Raimondi is back in the game

May 14, 2018 at 8:05 PM

Peter Raimondi:  There was never a culture clash between Boston Private Wealth and me.

Non-competed out of starting another RIA (for now), Peter Raimondi becomes an M&A guy 18 months after the giant Banyan merger

Raimondi, a maverick who is now a staffer at Gladstone Associates, gives his side about a rumored culture clash after his roll-up was rolled up by another

October 3, 2016 at 5:54 PM

Scott Hanson: Frankly, I didn't leave the conference deal-hungry, but it did give me some food for thought as we plan the future of our business.

Why a $1 billion-plus RIA attended Dan Seivert's two-day M&A conference despite having no intention of buying or selling

Scott Hanson came away deeply impressed by how deals could accelerate the RIA business's bid to comparability with other professions

September 21, 2015 at 6:51 PM

Robert Shapiro: It makes a big difference to us that we're now judging the risks and returns ourselves

After lassoing Banyan and Silver Bridge talent, Ropes & Gray launches $2.7 billion RIA to extend its legal brand to financial advice

The 150-year-old white shoe, which counseled Mitt Romney on financial matters, is unshackled to advise as Ropes Wealth Advisors

March 12, 2015 at 5:58 PM

Clayton G. Deutsch: If you know Peter Raimondi, you know we're not going to sit on cruise control.

As Boston Private and Banyan Partners merge, the Big Three roll-ups become the Big Four

Banyan's Peter Raimondi will lead the combined entity that could morph into a fearsome acquirer

July 17, 2014 at 4:23 AM

Dan Kern: Some of the audience members wanted to hear less of a love fest from the custodians.

Eavesdropping on the Barron's Top Independent Advisor Summit and appreciating its vibe

There was the usual fertile atmosphere for advisor-on-advisor chats and some impatience with RIA custodial heads' bloviations

March 25, 2014 at 3:34 AM

We knew if we were successful with all three of these deals it would require a herculean transition efforts.

Banyan reels in two more RIAs pushing its assets across the $4 billion line -- now comes the challenge

Peter J. Raimondi gets closer to his dream of creating a national firm with acquisitions of firms with a combined billion in AUM

August 23, 2013 at 5:14 PM

Scott Dell'Orfano: I have seen 3,000 advisory firms, and you get a sense of firms that are set up for success and others who are struggling.

How Scott Dell'Orfano is helping to double the size of Banyan Partners just six months after leaving Fidelity

The former national RIA sales exec at Fidelity brings charisma and vision to the task of making unlikely mates of his Florida company and a whiter-gloved Silver Bridge.

June 25, 2013 at 9:51 PM

Peter Raimondi and Scott Dell'Orfano are building on a relationship forged as client and custodian exec in Boston.

Scott Dell'Orfano lands at a $1.4 billion RIA with plans to deal its way to $10 billion

The ex-Fidelity RIA exec will oversee the spending of private-equity capital on behalf of Peter Raimondi's burgeoning RIA

January 25, 2013 at 3:24 AM

Sharon Daniels: With the various branches at Banyan, this will give us immediate opportunities to meet personally with more of our clients.

In a triple merger, fast-growing Florida RIA scoops up an LPL advisor and a fellow asset manager to double firm size

More deals involving IBD advisors on the horizon as shift to fees makes combinations possible

January 25, 2011 at 3:16 PM

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