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John Copeland

6 articles

Articles tagged "John Copeland"

Jay C. Horgen, CEO of AMG: We supported this successful outcome for all stakeholders.

Jul 20, 2023

AMG unloads $17B Veritable after 11 years of metric stagnancy, which may explain the bargain price Pathstone is paying -- and the wholesale rollovers of principals

The $668-billion asset manager rollup in West Palm Beach, Fla. is dumping a remnant of its RIA rollup -- with cash proceeds of just $294 million

Rich Gill: $20 billion in assets under management in five years [for each of EP Wealth Advisors, the Forbes Family Trust, and MAI Capital Management] is a goal that we discussed and we all think it is doable and I think we're more or less already on the trajectory to get there.

Jun 18, 2018

One year on, John Copeland's roll-up growth is slow but expectations remain steadfast for big snowball

The founder of Wealth Partners Capital Group sweet-talked AMG into spinning off WPCG to go after plentiful smaller sellers but courtships can't be rushed

John Copeland's strategy is to take a backseat to RIA principals by letting them own a majority of their firms.

Jul 12, 2017

A year after John Copeland came to AMG with blue-ocean RIA growth plan, the publicly owned asset management giant spins him into new venture

Instead of sitting out frothy M&A market for $4-billion-plus RIAs as AMG exec, the now former president of the RIA unit is hustling, with more diverse backers, to crack the chronically stagnant M&A market for small firms

John Copeland: We hope to bring a permanence to these boutique firms.

Jul 20, 2015

AMG's deal for $7-billion myCIO will give it $32 billion of AUM and its 12-billionth dollar of acquired assets in 2015

The RIA founded in 2005 made out of spare parts of E&Y and PWC needed a blue chip succession plan from the Beverly, Mass. asset management roll-up

Jeff Colin built his RIA to $5 billion in 10 years with DFA, Goldman Sachs and myCFO all part of the recipe.

Feb 5, 2015

AMG is suddenly among the RIA roll-up elite after the Baker Street deal pushes it past $25-billion of AUM

After adding the $5.2-billion San Francisco firm, John Copeland's Florida-based skunkworks is smelling sweet

Robert Clarfeld: It's a minority investment with revenues-sharing and they have no control over expenses.

Aug 20, 2013

AMG delves deeper into the RIA business with second deal -- of $4-billion player in NY

Its purchase of a stake in Clarfeld Financial Advisors, Barron's No. 3, shows the Veritable deal was, indeed, a warm up

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John Copeland

Articles tagged "John Copeland"

AMG unloads $17B Veritable after 11 years of metric stagnancy, which may explain the bargain price Pathstone is paying -- and the wholesale rollovers of principals

One year on, John Copeland's roll-up growth is slow but expectations remain steadfast for big snowball

A year after John Copeland came to AMG with blue-ocean RIA growth plan, the publicly owned asset management giant spins him into new venture

AMG's deal for $7-billion myCIO will give it $32 billion of AUM and its 12-billionth dollar of acquired assets in 2015

AMG is suddenly among the RIA roll-up elite after the Baker Street deal pushes it past $25-billion of AUM

AMG delves deeper into the RIA business with second deal -- of $4-billion player in NY

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