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TPG

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Articles tagged "TPG"

Peter Mallouk: We are wide open [to bigger deals] there’s no upper limit.

Aug 24, 2024

Tight with Goldman Sachs and light on debt, Peter Mallouk sets 'no upper limit' on 2025 M&A ambitions and is 'very interested' in buying super-peer RIAs worth billions

The Creative Planning CEO put Goldman's PFIM under contract one year ago, and merger experts say the firm's exceptional buying power -- low debt and high cash flow -- puts any RIA into play for him.

Opposed by hedge fund stakeholders, James Riepe is supported by The Vanguard Group, BlackRock, State Street, Fidelity Investments and Invesco.

Sep 7, 2016

How LPL's wolf pack of hedge funds only added to its stake, even as a mini-faction of non-hedge directors tried to hold them in check

As the Boston IBD's annus horribilis continues unabated, PE-friendly directors are joining the board with little opposition

Robbins Geller Rudman & Dowd attorneys under David Walton come at LPL with intimidating resumes but hard-to-follow logic about why Mark Casady favored one investor over a wolf pack of others

Mar 30, 2016

The odd logic 'Enron' lawyers are relying on to sue LPL Financial for securities fraud -- logic that's attracted five potential copycat investigations in 10 days

Does it make sense that Mark Casady would want to puff up his company's shares prior to buying back $275 million worth of shares? A lawsuit wants to know.

Matthew Audette: There's not a bunch of balance sheet capital that's necessary.

Nov 2, 2015

How hedge fund control and E*Trade's former CFO helped Mark Casady see that making LPL a blue chip was a fool's errand

Matthew Audette concedes that he came to LPL lured by its potential for higher leverage

Mark Casady: These latest distributions underscore how far LPL Financial has come since their initial investment.

Aug 15, 2013

As LPL Financial braces for a share sell-off and loss of two directors, a Citi analyst says it'll be good

Hellman & Friedman will shed all of its 12.6 million shares to 'partners' and TPG will reduce holding to 17% of LPL's float

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TPG

Articles tagged "TPG"

Tight with Goldman Sachs and light on debt, Peter Mallouk sets 'no upper limit' on 2025 M&A ambitions and is 'very interested' in buying super-peer RIAs worth billions

How LPL's wolf pack of hedge funds only added to its stake, even as a mini-faction of non-hedge directors tried to hold them in check

The odd logic 'Enron' lawyers are relying on to sue LPL Financial for securities fraud -- logic that's attracted five potential copycat investigations in 10 days

How hedge fund control and E*Trade's former CFO helped Mark Casady see that making LPL a blue chip was a fool's errand

As LPL Financial braces for a share sell-off and loss of two directors, a Citi analyst says it'll be good

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