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Articles tagged "Liz Nesvold"


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Liz Nesvold (with Jeff Brand on right): It's freeing because I get to take my CFO hat off.

Raymond James bids to be the Goldman Sachs of RIA M&A through acquistion Silver Lane -- and it might just work

The St. Petersburg, Fla. investment bank provides the next chapter in Liz Nesvold's 'storybook journey' as Manhattan matchmaker extraordinaire overnight

January 24, 2019 at 8:08 AM

Sagar Kurada: Our new facility will allow HighTower to fund additional acquisitions.

HighTower picks up $6.4-billion roll-up on the cheap but the valuation may reflect WealthTrust's stagnant growth and profitability

The Chicago roll-up gets an embattled league of RIAs for about $70 million by persuading its financiers to double down and private equity owners to suck it up

April 13, 2017 at 11:35 PM

Elliott Weissbluth: Liz and I are working the deal-making together. This isn't assigned downstream to a sales team

With a reminiscent fire, Elliot Weissbluth personally leads a new charge to buy RIAs

The CEO of HighTower, with a big assist from Liz Nesvold and a $150 million line of credit, is on the prowl for large practices

March 18, 2016 at 4:44 AM

Doug Wolford: I believe that our full and fast response to this situation will in time become a model for the industry.

Convergent Wealth begins to pick up the pieces after David Zier's death

The $9.4-billion RIA is said to be facing massive challenges in retaining advisors and clients -- rumors discounted by CEO Doug Wolford

November 4, 2014 at 6:02 AM

Liz Nesvold: More hires are definitely on the way.

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 at 3:59 AM

Andy Putterman: It couldn't be any more offensive.

LPL makes big advance into the RIA business with Fortigent acquisition

The kingpin of product-based mass affluent advice now has a major beachhead with high-net-worth investors

January 3, 2012 at 8:34 PM

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