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The West Palm Beach, Fla., rollup boasts of a 'wealth' pipeline and says Veritable sale, with EBITDA of $17 million last year, was a rare deal but will boost revenues 2% plus.
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
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
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
After adding the $5.2-billion San Francisco firm, John Copeland's Florida-based skunkworks is smelling sweet
RIAs, rollups, technology companies, RIA-friendly IBDs are among the firms soaking up the high-ROI capital
Moving into San Francisco almost on the QT, AMG-owned Veritable confirms its first national foray -- but declines to disclose its address
Harris myCFO continues a shrewd strategy of serving the very, very rich as it puts CTC Consulting into its arsenal
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