May 19, 2015
Gladstone commandeers the Four Seasons as Andy Putterman and Brian Hamburger command the buzz
The M&A firm's event is about zzzzzzuccession planning but the event got un-boring fast when the two CEOs spoke their minds
Person
Lovell Minnick
5 articles
Articles tagged "Lovell Minnick"
Jun 13, 2013
Why exactly Lovell Minnick sold First Allied about five years ahead of plan
RCAP Holdings, virtually simultaneously with an IPO of its operating parent, came virtually out of nowhere to snatch a broker-dealer that Lovell Minnick had not even considered selling
Jan 2, 2013
The 19 ways private equity has juiced up the RIA business and how it's working out
RIAs, rollups, technology companies, RIA-friendly IBDs are among the firms soaking up the high-ROI capital
Oct 10, 2012
Lovell Minnick jumps into the roll-up game with the purchase of $2-billion wealth manager -- and a plan
Starting with Kanaly Trust, the Philly area private-equity firm plans to pick off sleepy, undersized trust companies and unleash their potential
Aug 22, 2011
Private equity firm acquires First Allied
Lovell Minnick buys the San Diego IBD from Advanced Equities
— There are no additional results —