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Sanders Morris Harris Group, serious competitor to the big roll-ups, launches bid from Texas

Led by former head of Prudential-Bache Securities, company has at least $15 million to spend on big RIAs and breakaways

Monday, April 5, 2010 – 4:09 AM by Elizabeth MacBride
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George Ball: (That amount) will put us in the upper echelon of the operating companies making acquisitions.

Related Moves

John Bunch is out at Financial Engines Advisors after merger integration 80% complete; 'big reveal,' relaunch planned in coming months

The No. 2 man at the $181-billion RIA built a uniform client experience, but now has a chance to be CEO of VC-backed firm based in his hometown

July 11, 2019 – 4:26 AM



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