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Articles tagged "LLBH"


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Haley Rockwell: It didn't make sense to structure it as an acquisition, because I want to grow with the business.

How three small firms backed with big-time M&A muscle brought in $450 million with strategic buys

There are vivid back stories behind each Focus-owned firm's deal; taken together they could show the way forward for the aggregator model

January 24, 2013 at 8:04 PM

Adam Birenbaum: We all have our own individual management agreements, which is important to understand.

What RIA principals in the Focus Financial family have to say about a rumored deal for the consolidator

Buckingham/BAM, The Colony Group and LLBH leaders see it as business as usual that Summit would want to roll over ownership of its stake

July 17, 2012 at 3:54 PM

Rudy Adolf has made Focus Financial a giant among buyers, but now it may be looking for its own buyer.

Summit Partners is reportedly shopping around its stake in Focus Financial

Focus has wheeled and dealed this year with acquisitions and big lines of credit -- now this

May 24, 2012 at 4:24 AM

Jim Pratt-Heaney:[Making acquisitions] would be very difficult [to do] on our own.

RIAs join Focus Financial with their own acquisition plans

Making purchases is much less scary with a big roll-up at your side

December 16, 2009 at 9:47 PM

Doug Swope: There’s no independence per se [at a wirehouse]. You’re [restricted] by the [inventory of] products.

Independent-within-Smith Barney breaks away after hitting wall

Former Smith Barney peers light fuse for Swope independence

November 18, 2009 at 6:17 AM

David Hou: His dad says he worries alot.   Mark Sear: "I was sweating."

(Part 3 of 3-part series) Hou-Sear team makes house calls in five states

Clients embrace idea of new RIA with quick signings

September 30, 2009 at 5:19 AM

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