Articles tagged "ECHELON Partners"


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Why Focus Financial is risking it all -- including the advantages of privacy and private stock -- for a successful IPO

RIAs are perhaps being held in place by just those two elements, but with $1-billion valuation on the line, the liquidity event is taking on a life of its own

August 30, 2016 — 6:57 PM UTC

Report: Focus Financial is preparing SEC paperwork for its initial public offering -- but is it jumping the gun?

With $325 million in revenues, the jumbo New York roll-up seeks to assuage a host of liquidity challenges

July 7, 2015 — 3:36 PM UTC

First Republic buys an eight-year-old RIA for $115 million

The BoA spin-off gets Paul Tramontano's Constellation Wealth Advisors and its $6.1 billion of assets

June 17, 2015 — 4:12 PM UTC

Dan Seivert drops M&A data bombshell at his Dealmakers Summit to gasps

At his LA event, Dan Seivert revealed the thousands, yes, thousands of RIA deals going down this year despite limited activity from roll-ups

October 1, 2014 — 8:19 PM UTC

Philly buyer lays down a cool $199 million in cash to buy FolioDynamix, the better to put Envestnet firmly in its sights

The 'it' factor of the 2007 start-up was its revamped Sungard orphan software with LPL, Pershing and Cetera as anchors

September 17, 2014 — 5:20 PM UTC

How the Eric Cantor hire is really all about Ken Moelis, an original Wall Street 'Wolf', and his $963-million non-classic RIA

A former Robin to Mike Milken's Batman at Drexel Burnham pays chump change by Wall Street standards to get the politician aboard

September 5, 2014 — 7:39 PM UTC

How a classic $16.2 billion RIA pulled off an IPO after a few speedbumps and why the decision is looking good

Shares of Silvercrest Asset Management are up about 40% and Wall Street analysts are proferring praise

July 24, 2014 — 4:44 PM UTC

Gurinder Ahluwalia to step out, Charles Goldman steps in, as AssetMark CEO

Myra Rothfeld also departs as Goldman sets his sights on software, service revamp

January 13, 2014 — 4:31 PM UTC

Dan Seivert brings 85 RIA deal-makers to la-la land 'Buyers' Boot Camp' for sun, sand and serious discussions

The ECHELON Partners chief exec fenced with Mark Tibergien, put a microscope on roll-ups and took M&A to a 404-level course

October 4, 2013 — 7:52 PM UTC

How 3 wealth managers at Goldman Sachs parlayed a $1 billion book of business into a $125-million payday -- after doing it once before for $217 million

Todd Morgan sold his practice to State Street the first time, bought it back and is now selling to an entity partially owned by the National Bank of Canada

September 5, 2013 — 3:37 AM UTC