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Articles tagged "PCR"


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Bob Miller: By 2014 the UHNW reporting market became the target of major well-funded brands.

Private Client Resources does deal with 'barbarians' after one with Envestnet and before CAIS

After CEO Bob Miller executed a turnaround, ex-KKR execs rewarded him with buyout of majority stake -- and wiped away nasty $12-million balloon note

June 27, 2019 at 5:11 PM

Bob Miller: Like almost every firm in the space, we use professionals to assist in executing on these capital raising efforts.

Oisin's Two Bits: Private Client Resources hires bankers, but not, CEO says, for an exit; TD Ameritrade does eight account-opening deals with vendors

The UHNW software firm of Quovo aspect characterizes banker hire as capital search; TD is working to make open API an edge in digital account opening

February 15, 2019 at 11:13 PM

Bob Miller's firm seeks a 'recapitalization, refinancing, sale, merger or other capital transaction.'

Seeking loan of $2 million, PCR discloses $12-million payment due in 2020 -- putting 'sale' on the table, offering memorandum shows

Private Client Resources, founded in 2000 projects it will break even next year but declines to say how it'll pay back mounting pile of loans

March 19, 2018 at 7:03 PM

Bob Miller: In 2015 90% of our revenue came from reporting ... In 2018 that will be less than 50 % so it's a major shift.

What exactly to make of PCR 'doubling' assets to $250B in an eye-blink amid Addepar's inescapable presence

CEO Bob Miller pivoted to safer 'aggregation' ground where margins are slimmer but competition may be lighter

March 13, 2018 at 9:12 PM

Eric Poirier: You don't want to be orphaned.

Addepar secures Morgan Stanley account by winning a test of wills and unleashing a small army on Manhattan

Despite initial skeptics, industry pressure pushes first wirehouse into line, but will others feel the burn?

January 18, 2017 at 9:29 PM

Rob Fiore: Four years ago, it was a $40-million clients size average. We have seen a dramatic shift.

PCR singles out Advent/Black Diamond for reverse predatory pricing in bid to move further downmarket

The Wilton, Conn. white-shoe software firm wants to underscore its ultra-coddling that won private banks

March 3, 2014 at 9:21 PM

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