News, Vision & Voice for the Advisory Community


Genstar buys sprawling RIA and BD compliance complex from Lovell Minnick to widen roll-up efforts

The $33-billion private equity firm adds '$1-trillion' Foreside Financial as 'signature' holding and sees 'secular GRC tailwinds' in making compliance into a more widely outsourced service

Author Brooke Southall July 7, 2021 at 7:24 PM
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Tony Salewski: Foreside is a signature Genstar transaction ... supported by compelling secular GRC tailwinds.

Related Moves

RIA in a Box gunning for top-notch staff as it readies for Aquiline-fueled roll-up binge, targeting old-school, mom-and-pop compliance competitors

With Ascensus also in its portfolio, Aquiline is showing a penchant for taking dull, fragmented, unloved wealth-management niche businesses and rolling them up into sexier firms

November 29, 2018 at 11:54 PM

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