Articles tagged "General Atlantic"

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Peter Mallouk: We are wide open [to bigger deals] there’s no upper limit.

Tight with Goldman Sachs and light on debt, Peter Mallouk sets 'no upper limit' on 2025 M&A ambitions and is 'very interested' in buying super-peer RIAs worth billions

The Creative Planning CEO put Goldman's PFIM under contract one year ago, and merger experts say the firm's exceptional buying power -- low debt and high cash flow -- puts any RIA into play for him.

August 24, 2024 at 2:07 AM

David Hou helped lead the biggest-ever Merrill breakaway and now he's part of a long-term deal with First Republic Bank.

A $5.5 billion LA-based RIA is getting purchased by First Republic Bank

Luminous Capital has gone from a 2008 Merrill Lynch breakaway to a big bank puzzle piece in 2012

November 5, 2012 at 7:04 AM

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Articles tagged "General Atlantic"

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August 24, 2024 at 2:07 AM

November 5, 2012 at 7:04 AM

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Articles tagged "General Atlantic"

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August 24, 2024 at 2:07 AM

November 5, 2012 at 7:04 AM

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