Private equity strikes again, this time quietly buying control of fi360 for $11.5 million
Bluff Point Associates principals liked the recurring revenues and bright growth prospects
Author Lisa Shidler April 10, 2012 at 5:41 AM
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Related Moves
Sheryl Garrett, a financial planning pioneer, sells her planning network, after tragedy and soul-searching; members buying her out will preserve her legacy and open firm to managers
Members are broadening the business model, with her blessing; Garrett will attend annual conferences and focus on raising fruits and vegetables on her Arkansas farm
June 21, 2024 at 3:46 AM
Mentioned in this article:
Garrett Planning Network
RIA Set-up Firm
Top Executive: Sheryl Garrett
