Articles tagged "John Copeland"
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AMG unloads $17B Veritable after 11 years of metric stagnancy, which may explain the bargain price Pathstone is paying -- and the wholesale rollovers of principals
The $668-billion asset manager rollup in West Palm Beach, Fla. is dumping a remnant of its RIA rollup -- with cash proceeds of just $294 million
July 20, 2023 at 3:49 AM
One year on, John Copeland's roll-up growth is slow but expectations remain steadfast for big snowball
The founder of Wealth Partners Capital Group sweet-talked AMG into spinning off WPCG to go after plentiful smaller sellers but courtships can't be rushed
June 18, 2018 at 7:52 PM
A year after John Copeland came to AMG with blue-ocean RIA growth plan, the publicly owned asset management giant spins him into new venture
Instead of sitting out frothy M&A market for $4-billion-plus RIAs as AMG exec, the now former president of the RIA unit is hustling, with more diverse backers, to crack the chronically stagnant M&A market for small firms
July 12, 2017 at 6:11 PM
AMG's deal for $7-billion myCIO will give it $32 billion of AUM and its 12-billionth dollar of acquired assets in 2015
The RIA founded in 2005 made out of spare parts of E&Y and PWC needed a blue chip succession plan from the Beverly, Mass. asset management roll-up
July 20, 2015 at 10:01 PM
AMG is suddenly among the RIA roll-up elite after the Baker Street deal pushes it past $25-billion of AUM
After adding the $5.2-billion San Francisco firm, John Copeland's Florida-based skunkworks is smelling sweet
February 5, 2015 at 7:07 PM
AMG delves deeper into the RIA business with second deal -- of $4-billion player in NY
Its purchase of a stake in Clarfeld Financial Advisors, Barron's No. 3, shows the Veritable deal was, indeed, a warm up
