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Articles tagged "Brookstone"


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Dean Zayed: This is the first big deal we're doing under the AmeriLife banner ... [and] there's no other opportunity as special as this is given the like-mindedness of the two companies.

Thomas H. Lee gets second bite at an advice roll-up in backing Brookstone's buy of Jason Wenk's $3-billion TAMP -- with Altruist tie-in to be determined

The Boston-based private equity giant, famed for Hightower purchase, is now a leader in what appears to be an emerging insurance TAMP game.

July 16, 2020 at 4:03 AM

Dean Zayed:  We can be picky.

RIA TAMP for insurance agents hits a quick $700 million AUM then opts for Orion software

With 50% annual growth and 215 IARs, Brookstone made the switch from Albridge

August 2, 2013 at 3:27 AM

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