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Articles tagged "Rajini Kodialam"


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Rajini Kodialam: Think of Connectus as a firm with several arms that each do business under their own names.

Focus Financial launches house-brand RIA and its shares spike past $45 on scale play, but will the 70 partner firms accept the change?

The New York roll-up introduces 'Connectus' as an 'evolution,' but industry observers see a real pivot, hence a gamble that imperils existing bets on autonomy's animal force

December 23, 2020 at 3:38 AM

Rush Benton: We're not afraid to take on a firm that is looking to sell.

Are 'for sale' the dirtiest words in the acquirers' lexicon? M&A mavens debate the point at a Philadelphia event

If 'Secrets of Successful Acquirers' didn't live up to its scandalous billing, some sparks did fly at Gladstone's annual confab

May 20, 2014 at 6:13 AM

Lori Van Dusen: You can't say that the client is first and then look for ways to double-dip.

Focus Financial firms play a lively game of ping-pong with the Broker Protocol

Focus and its biggest RIA, Buckingham, exited the Protocol this summer while Lori Van Dusen signed on, but there's no change in its strategy to go after breakaway brokers, co-founder says

September 10, 2012 at 4:31 PM

Alan Spoon: The only question is when we choose to do so.

Focus Financial VC backer says IPO still on the table after private auction yields no sale

After three private equity firms passed on the deal for the $50-billion aggregator, Polaris Venture Partners' Alan Spoon seems to be calling shots and comfortable with its options

September 6, 2012 at 1:53 AM

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