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How Brent Brodeski 'cut the middleman out' to get a no-strings $50 million for succession nirvana

Needing to cash out retiring partners, Savant Capital's CEO thought he needed to sell his $4.7B RIA -- 70 'conversations' later he met the potential moneymen

Admin:
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Brent Brodeski: We just kind of cut the middleman out.

Related Moves

Ron Carson ends national search for chief marketing officer by doing a local M&A deal using his favorite HR broker -- Eric Clarke

When Eric Clarke decided he'd play matchmaker, the hyperactive Carson Group CEO snapped up Mineral Interactive and made a creative deal

October 5, 2018 at 6:05 PM


Mentioned in this article:

Advisor Growth Strategies, LLC
Consulting Firm
Top Executive: John Furey

Savant Capital Management
RIA Serving Endowments/Foundations
Top Executive: Brent Brodeski, CEO

Carson Group
Consulting Firm
Top Executive: Ron Carson




Stephen Winks

Stephen Winks

October 5, 2016 — 9:51 PM
The formulation of the Savant value proposition gives our most successful enterprising RIAs an avenue to effectively compete with the industry's largest financial services institutions which are finding it difficult to wean themselves from a outdated brokerage business model which neither acknowledges or supports expert fiduciary standing in the best interest of the investing public. SCW

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