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With new deal, Exencial edges near to $1 billion and starts to look like an RIA acquisition alpha dog

After a big 2011 merger, the Oklahoma-based firm is back in deal mode targeting the Southwest

Author Brooke Southall February 7, 2013 at 6:24 AM
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John Burns: We have to grow.

John Burns


Richard Erwin



February 7, 2013 — 8:56 PM

it would be helpful if you wrote a summary of deals done in 2012 with terms. OK, maybe that’s asking a lot, but terms and valuations of some of these buy-outs (ups?) would be insightful. Some will be cash, others will be stock. And what kind of valuations are you hearing?

Brooke Southall

Brooke Southall

February 7, 2013 — 9:00 PM

I agree it would be helpful. I’m not sure the last time ANYONE revealed price and terms on an RIA deal. It’s irritating that people view it as a state secret. Sure, there’s all kinds of factors that go into a price for a practice, but we can handle the truth.



February 7, 2013 — 9:11 PM

Wouldn’t it be great if editors who represent themselves as being “in the know” ferreted out such details, maybe not to reveal about a specific deal, but after several months, shared findings generally in ways that would not burn their sources? This would be some real journalism of value!

Brooke Southall

Brooke Southall

February 7, 2013 — 9:17 PM

If only I were that clever!

Mentioned in this article:

RIA Welcoming Breakaways, RIA Seeking to Hire Advisors, Advisory Firm
Top Executive: Marty Bicknell

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