Articles tagged "Lee Equity Partners"
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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
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
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 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