Marty Bicknell sells Tortoise stake for '$150 million' with cash already earmarked for four or five RIA purchases
Mariner Holdings CEO banks tidy gain as he dumps his 67% stake in $20 billion-AUM Tortoise that had just $1.3 billion of AUM when he bought it
Author Brooke Southall
October 23, 2017 at 10:08 PM
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Dan Seivert's ripping success in RIA M&A deals has odd side effect of having some sidearm staff leave for new vistas
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July 20, 2021 at 1:17 AM
Mentioned in this article:
Mariner Wealth Advisors
RIA Welcoming Breakaways, RIA Serving Endowments/Foundations, Advisory Firm
Top Executive: Marty Bicknell
