Articles tagged "Peter Raimondi"

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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 — 5:54 PM UTC

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 — 6:51 PM UTC

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 — 5:58 PM UTC

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 — 4:23 AM UTC

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 — 3:34 AM UTC

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 — 5:14 PM UTC

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 — 9:51 PM UTC

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 — 3:24 AM UTC

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 — 3:16 PM UTC
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