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Articles tagged "Matt Brinker"


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Matt Brinker: The ecosystem we're going to build will support the lifestyle business, which for the last five years was doomed to extinction.

Marc Spilker adds Matt Brinker as chess piece -- and partner -- in what he calls a 'very selective' talent add to build platform-for-RIA platforms outside Wall Street

Merchant Investment Management's executive chairman wants good people good at their job and Brinker likes having a breakaway Goldman partner rather than one captive to the Wall Street giant.

January 15, 2020 at 2:42 AM

Matt Brinker: It is time to look forward so, with a bit of a heavy heart and a flood of sentimentality, I am sharing that yesterday was my last day at United Capital.

Goldman Sachs closes United Capital deal and Matt Brinker, Joe Duran's wingman, exits with social media swan song on same day

The M&A chief's departure from the Newport Beach, Calif. roll-up may signal that its rolling-up days are over

July 18, 2019 at 6:13 PM

Joe Duran: This is the most single important thing I have done in my career.

Framing it as a wildly disruptive 3,300-basis-point fee on de novo revenues, Joe Duran's United Capital digital reboot is apparently raking in RIA assets and revenues

The charismatic CEO's launch of FinLife Partners -- with unabashed Fidelity support -- is in effect selling revenues to advisors but taking a risk on their success

March 28, 2017 at 7:40 PM

Matt Brinker: It wasn't technically a transaction for various reasons.

How United Capital's unconventional rolling up of a $2 billion RIA reveals how close the roll-up model is to extinction

Joe Duran's Newport Beach firm does cryptic non-transactional acquisition as Focus Financial becomes a tuck-in machine and HighTower sells de facto franchises

March 3, 2015 at 6:43 PM

Ryan Marcus: I said, I don't care what it takes.

Fresh off an RBC exit, Ryan Marcus lands with Joe Duran

The recently departed face of RBC's RIA custody will tackle the Northeast corridor of the US for United Capital

August 19, 2014 at 10:42 PM

Rush Benton: We're not afraid to take on a firm that is looking to sell.

Are 'for sale' the dirtiest words in the acquirers' lexicon? M&A mavens debate the point at a Philadelphia event

If 'Secrets of Successful Acquirers' didn't live up to its scandalous billing, some sparks did fly at Gladstone's annual confab

May 20, 2014 at 6:13 AM

Paul Jarvis: The bank didn't want the work or the cost.

The unlikely marriage of United Capital and a mission-driven 31 year-old in boom-town Fargo

The North Dakota oil rush and a giant Microsoft presence figure in but mostly it's the passion of a young man with a plan

December 10, 2013 at 6:07 PM

Edward Gilhuly had breakfast with Joe Duran, then his company reported it was writing a big check.

Ex-KKR capitalists reach the RIA gate by taking a $30-million stake in United Capital

After vowing never to take private equity again, Joe Duran describes a business model shift sparked by his 'Honest Conversations' method

October 22, 2013 at 6:35 PM

Adam Birenbaum: We can't compete against Morgan Stanley from an advertising budget.

Focus Financial gets a long-sought $400 million DFA RIA in Dallas -- with Adam Birenbaum's firm as the final added ingredient

Rudy Adolf's roll-up-like team used crerativity and persistence to get Jim Whiddon out for coffee; Matt Brinker at United Capital also closed a small deal but projects bigger revenue will come aboard soon

July 2, 2013 at 5:30 AM

Cary Carbonaro: We speak the language.

United Capital looks to attract divorcees with new acquisition

The $14-billion RIA aggregator has identified a niche that represents a crying need for advice and a place where money is in motion

June 13, 2012 at 3:58 AM

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