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Articles tagged "Bain Capital Ventures"


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Kurt MacAlpine: We believed our share price did not reflect the value we had created for our shareholders.

CI Financial got just the $1 billion face value it wanted for a 20% RIA rollup stake but at a 14.5% PIK, experts warn the deal's terms are brutal

The Toronto owner of the US$140-billion AUM RIA rollup saw its IPO fizzle, but replaced it with a Bain-led deal with valuation sizzle but the new owners' risk is low and upside is exceptionally good, experts say

May 12, 2023 at 3:10 AM

Adam Rein: If what we’re doing is valuable for you, we want to find a way to work with you.

Addepar, Aperio and Bain ex-execs throw $5 million at startup that makes RIAs the quarterback of 'impact investing' endowments that also shelter taxable wealth of ultra-high-net-worth clients

The high-profile, for-profit investors join non-profit foundations to back the Newton, Mass., venture that makes RIAs the pivotal role in marrying charity and ESG, yielding immediate, giant tax deductions.

August 24, 2021 at 2:09 AM

Tom Faust: I thought it would be an hour commitment and we'd move on.

Eaton Vance leads a $40-million investment round in SigFig with an eye toward capturing some of its lightning to spark NextShares

For his millions, Eaton Vance's Tom Faust gets a seat at the SigFig table, which he hopes his firm can leverage

May 26, 2016 at 8:18 PM

Alexey Sokolin:  If Stein and Bo Lu of Future Advisor are right, there will not be much left to unbundle.

An insider reveals turbo-contents of the In|Vest conference in New York, a summit of VCs, robo-founders and big banks

SigFig's Mike Sha talked Bank of the West, Motif's Hardeep called start-ups 'features' and the five-year number jumped to $2 trillion

June 22, 2015 at 4:02 PM

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