Oct 22, 2013
Ex-KKR capitalists reach the RIA gate by taking a $30-million stake in United Capital
After vowing never to take private equity again, Joe Duran describes a business model shift sparked by his 'Honest Conversations' method
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Grail Partners
2 articles
Articles tagged "Grail Partners"
Jan 13, 2011
United Capital scoops up a $1.6 billion wealth manager from M&T
Quick, efficient deal, aided by top investment banker, may be the blueprint for growth-by-chunks for California aggregator
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