Person

Brent Brodeski

10 articles

Articles tagged "Brent Brodeski"

Focus Financial could get rolled down if Clayton, Dubilier & Rice takes over.

Feb 3, 2023

Focus Financial is pushing shareholders to take a take-it-or-leave-it private equity offer worth about $6 billion -- including $2 billion debt assumption -- despite a break-up value near $10 billion

Clayton, Dubilier & Rice's $53-a-share, or $4.1 billion, offer is predatory but likely to be accepted, in the sense that analysts imagine the rollup could be sold off in parts; Buckingham, alone, may fetch $2 billion.

Dec 20, 2017

Fed up owner of $5.4 billion RIA prepares to run for U.S. Senate as independent

Neal Simon, CEO of Bronfman Rothschild and advocate of The Centrist Project, has exploratory committee in place and will decide by February

Brent Brodeski: We are being deemed 'have-nots' for being in the professional services and financial services businesses.

Dec 14, 2017

Why Brent Brodeski, a $6-billion GOP RIA, is in a furious full-time fight against the Republican RIA-unfriendly tax bill

The Rockford, Ill.-based owner of $6-billion Savant Capital makes appeals to Paul Ryan, Ron Johnson and other GOP higher-ups after LLC income gets short shrift

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

Oct 5, 2016

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

Scott Hanson: I felt a little intimidated ... [at first] as a state school grad I didn't feel like I could cut out on anything.

Apr 3, 2014

What they do teach at Harvard Business School that's worth learning even after banking monetary success

Personally, I have accumulated sufficient assets, but ironically it took the famed business institution to give my career a deeper purpose

John Michel penned the letter to clients of BloombergBlack alerting them that his company -- for now -- is withdrawing from the investment advisory business.

Jul 25, 2013

Bloomberg warns that BloombergBlack is shutting down

The move toward a 'very quick death' shocks virtually everyone as the New York data giant alludes to its plans to offer financial advice down the road

Brent Brodeski: At $3 billion in AUM we would need to add $450 million per year just to achieve the 15% growth Harvard claims to be table stakes.

Jun 4, 2013

What I learned at Harvard Business School that doubled my RIA assets to $3.3 billion in two years

$13,000 and seven days in Boston sparked a sales revolution, a deal-making mindset, a TAMP and an online venture

Apr 30, 2012

John Furey is creating a think-tank out of six big RIAs that want to grow like roll-ups without the pressures of an IPO

The Alliance for RIAs includes Savant Capital, Carson Wealth, Beacon Pointe, Stratos and Highline

"We don't have to work with aggregators," says Tom Muldowney, pictured here (l-r) with Glenn Kautt and Brent Brodeski, Dick Bennett, Tom Muldowney

Apr 25, 2012

Why a pair of Zero Alpha RIAs are combining and out-and-out avoiding roll-ups and private-equity money

Savant Capital and Monitor Group will have a combined $2.7 billion of AUM and hot prospects for gobbling up more firms

Brent Brodeski

Articles tagged "Brent Brodeski"

Focus Financial is pushing shareholders to take a take-it-or-leave-it private equity offer worth about $6 billion -- including $2 billion debt assumption -- despite a break-up value near $10 billion

Fed up owner of $5.4 billion RIA prepares to run for U.S. Senate as independent

Why Brent Brodeski, a $6-billion GOP RIA, is in a furious full-time fight against the Republican RIA-unfriendly tax bill

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

What they do teach at Harvard Business School that's worth learning even after banking monetary success

Bloomberg warns that BloombergBlack is shutting down

What I learned at Harvard Business School that doubled my RIA assets to $3.3 billion in two years

John Furey is creating a think-tank out of six big RIAs that want to grow like roll-ups without the pressures of an IPO

Why a pair of Zero Alpha RIAs are combining and out-and-out avoiding roll-ups and private-equity money

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