Articles tagged "David Selig"


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Marty Bicknell sells Tortoise stake for '$150 million' with cash already earmarked for four or five RIA purchases

Mariner Holdings CEO banks tidy gain as he dumps his 67% stake in $20 billion-AUM Tortoise that had just $1.3 billion of AUM when he bought it

October 23, 2017 — 10:08 PM UTC

How Aspiriant knocked out another all-stock deal for an $850-million-AUM firm and why such pure-paper transactions don't grow on trees

Stanford had done its own succession spade work and its principals were willing to become workers in a Deloitte-cultured firm

December 29, 2016 — 4:09 PM UTC

In a deal made in Schwab land, a $1 billion Boulder RIA buys smaller rival but takes the bolder name of its quarry

Sargent Bickham Lagudis rebrands under $250 million AUM Colorado Financial Management in search for newly prosperous clients

January 21, 2016 — 7:35 PM UTC

Two RIA M&A firms merge -- sort of -- when they're not competing head-to-head

Park Sutton and Advice Dynamics Partners are trying out the power of two, without too much heavy paperwork

January 19, 2016 — 6:20 PM UTC

Mark Hurley's new report analyzes the pathology of the aging RIA and the illiquidity it exacts

The leveraged buyout specialist posits thousands of principals trapped in their practices, unable to sell, victims of psychological unpreparedness

May 14, 2015 — 4:57 PM UTC

Why AMG's poach of Rich Gill could be the missing ingredient for its V-8 roll-up engine

Loaded with cash, experience and $11.5 billion of market cap, the North Shore asset manager just downloaded the RIA roll-up app in hiring the Focus Financial veteran

July 22, 2014 — 6:48 PM UTC

What happened when Fidelity Investments called 25 deal-making protagonists to its Boston sanctum for a talk about the suboptimal RIA M&A market

David Canter recounts what his company set out to do, who showed up and what the pooling of ideas yielded

September 30, 2013 — 5:38 PM UTC

Enter the deal makers: RIA M&A firms are hiring furiously -- even without a deal boom

Silver Lane, DeVoe & Co. and Gladstone are among the companies buying desks and seeking more resumes

March 25, 2013 — 3:59 AM UTC

United Capital eyes 'Paragon' brand for the $10-million-plus set after nabbing $1 billion RIA in Seattle

Joe Duran is pleased bring aboard another woman-led firm -- a trophy, albeit low-key, outfit that sits among brand giants like Starbucks, Amazon and Microsoft

January 16, 2013 — 9:35 PM UTC

Why it took Rudy Adolf seven years to win an elusive $1.5-billion RIA to cap a $14-billion-asset year

The $60-billion-AUA firm has its mojo back as it brings on a woman-run firm with a 49-state presence

January 10, 2013 — 6:36 AM UTC

Why a $1.5 billion RIA is selling internally this time -- perhaps with Schwab as 'investment bank' -- after a sale to an outsider went bad

Miller/Russell of Phoenix is partially owned by a client and plans to enlist custodians to finance junior advisors in their quest for partnership

January 7, 2013 — 8:56 PM UTC

With as much finesse as cash, Marty Bicknell wins a $1.3 billion RIA in an auction-style contest

Mariner Wealth Advisors brushed aside a host of competitive bids to absorb Cincinnati-based RiverPoint -- a rare jewel for its size, quality and availability

October 30, 2012 — 5:27 PM UTC

Why the Moss Adams-Rowling Dold merger came apart despite looking picture-perfect on paper

Rigorous due diligence and good will count for a lot -- but not everything, as two ultimately mismatched RIAs were surprised to discover

July 16, 2012 — 3:33 PM UTC

On its march to $50 billion, Mariner finds its groove buying RIAs connected to accounting firms

First it was CBIZ, now Orizon Investment Counsel, and Marty Bicknell doesn't plan to stop there as he notes accounting firms want to get back to their core business

July 12, 2012 — 4:48 AM UTC

Mintz Levin sells its $1.2 billion RIA, and Focus Financial nabs the assets through a partner firm

In an all-Boston deal, The Colony Group becomes a $2.5 billion behemoth only months after hooking up with the big New York consolidator

May 31, 2012 — 5:45 AM UTC