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Articles tagged "Lee Equity Partners"


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Elliot Weissbluth remains firmly in place.

HighTower finds hundreds of millions to cash out itchy shareholders

Thomas H. Lee Partners likes financial firms -- especially ones with big cash flow and potential for operational efficiencies

October 25, 2017 at 3:59 PM

Sagar Kurada: Our new facility will allow HighTower to fund additional acquisitions.

HighTower picks up $6.4-billion roll-up on the cheap but the valuation may reflect WealthTrust's stagnant growth and profitability

The Chicago roll-up gets an embattled league of RIAs for about $70 million by persuading its financiers to double down and private equity owners to suck it up

April 13, 2017 at 11:35 PM

Ric Edelman: Our thought was we'd hire a COO who could turn in a few years into a CEO. We've decided to accelerate that process now.

Wanted: New CEO for Edelman Financial whose name is not Ric Edelman

As Edelman grooms his firm for a sale, the timetable to replace himself at the chief exec spot fast-forwards by years

January 23, 2015 at 8:40 PM

Ric Edelman:  Either they will die, or more likely, they will alter their business model.

Ric Edelman tells how he succeeds in advice's Death Valley -- online investing

For one thing the RIA maestro with $18 billion of advised asset charges full boat and people are an option

December 20, 2013 at 7:57 AM

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