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Peter Raimondi

11 articles

Articles tagged "Peter Raimondi"

Nick Blasi: The buyer is taking a substantial risk [in this environment] and should be allowed to protect themselves.

Jun 24, 2020

Suitcases of cash for RIA M&A deals are one COVID-19 victim, as RIA buyers leverage economic uncertainty to force more risk on sellers

Sellers are still getting paid at familiar sales prices, but some of the bad old days of 'earn-outs' are back, which delays the time when they can stop worrying about firm cash flow

Bill Rice: With ... Boston Private, we were unable to find a mechanism that worked for both parties to deal with incentivizing key employees.

May 14, 2018

A maverick RIA and a bank walked into a bar in 2006, 2011 and 2014. It's all settling out in a 2018 M&A & spin-off pub crawl

Boston Private lets a $9-billion RIA buy itself back to free up cash to be used to roll up more bank-minded wealth managers this time around and Peter Raimondi is back in the game

Peter Raimondi: There was never a culture clash between Boston Private Wealth and me.

Oct 3, 2016

Non-competed out of starting another RIA (for now), Peter Raimondi becomes an M&A guy 18 months after the giant Banyan merger

Raimondi, a maverick who is now a staffer at Gladstone Associates, gives his side about a rumored culture clash after his roll-up was rolled up by another

Scott Hanson: Frankly, I didn't leave the conference deal-hungry, but it did give me some food for thought as we plan the future of our business.

Sep 21, 2015

Why a $1 billion-plus RIA attended Dan Seivert's two-day M&A conference despite having no intention of buying or selling

Scott Hanson came away deeply impressed by how deals could accelerate the RIA business's bid to comparability with other professions

Robert Shapiro: It makes a big difference to us that we're now judging the risks and returns ourselves

Mar 12, 2015

After lassoing Banyan and Silver Bridge talent, Ropes & Gray launches $2.7 billion RIA to extend its legal brand to financial advice

The 150-year-old white shoe, which counseled Mitt Romney on financial matters, is unshackled to advise as Ropes Wealth Advisors

Clayton G. Deutsch: If you know Peter Raimondi, you know we're not going to sit on cruise control.

Jul 17, 2014

As Boston Private and Banyan Partners merge, the Big Three roll-ups become the Big Four

Banyan's Peter Raimondi will lead the combined entity that could morph into a fearsome acquirer

Dan Kern: Some of the audience members wanted to hear less of a love fest from the custodians.

Mar 25, 2014

Eavesdropping on the Barron's Top Independent Advisor Summit and appreciating its vibe

There was the usual fertile atmosphere for advisor-on-advisor chats and some impatience with RIA custodial heads' bloviations

We knew if we were successful with all three of these deals it would require a herculean transition efforts.

Aug 23, 2013

Banyan reels in two more RIAs pushing its assets across the $4 billion line -- now comes the challenge

Peter J. Raimondi gets closer to his dream of creating a national firm with acquisitions of firms with a combined billion in AUM

Scott Dell'Orfano: I have seen 3,000 advisory firms, and you get a sense of firms that are set up for success and others who are struggling.

Jun 25, 2013

How Scott Dell'Orfano is helping to double the size of Banyan Partners just six months after leaving Fidelity

The former national RIA sales exec at Fidelity brings charisma and vision to the task of making unlikely mates of his Florida company and a whiter-gloved Silver Bridge.

Peter Raimondi and Scott Dell'Orfano are building on a relationship forged as client and custodian exec in Boston.

Jan 25, 2013

Scott Dell'Orfano lands at a $1.4 billion RIA with plans to deal its way to $10 billion

The ex-Fidelity RIA exec will oversee the spending of private-equity capital on behalf of Peter Raimondi's burgeoning RIA

Sharon Daniels: With the various branches at Banyan, this will give us immediate opportunities to meet personally with more of our clients.

Jan 25, 2011

In a triple merger, fast-growing Florida RIA scoops up an LPL advisor and a fellow asset manager to double firm size

More deals involving IBD advisors on the horizon as shift to fees makes combinations possible

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Peter Raimondi

Articles tagged "Peter Raimondi"

Suitcases of cash for RIA M&A deals are one COVID-19 victim, as RIA buyers leverage economic uncertainty to force more risk on sellers

A maverick RIA and a bank walked into a bar in 2006, 2011 and 2014. It's all settling out in a 2018 M&A & spin-off pub crawl

Non-competed out of starting another RIA (for now), Peter Raimondi becomes an M&A guy 18 months after the giant Banyan merger

Why a $1 billion-plus RIA attended Dan Seivert's two-day M&A conference despite having no intention of buying or selling

After lassoing Banyan and Silver Bridge talent, Ropes & Gray launches $2.7 billion RIA to extend its legal brand to financial advice

As Boston Private and Banyan Partners merge, the Big Three roll-ups become the Big Four

Eavesdropping on the Barron's Top Independent Advisor Summit and appreciating its vibe

Banyan reels in two more RIAs pushing its assets across the $4 billion line -- now comes the challenge

How Scott Dell'Orfano is helping to double the size of Banyan Partners just six months after leaving Fidelity

Scott Dell'Orfano lands at a $1.4 billion RIA with plans to deal its way to $10 billion

In a triple merger, fast-growing Florida RIA scoops up an LPL advisor and a fellow asset manager to double firm size

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