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Articles tagged "TPG"


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

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.

August 24, 2024 at 2:07 AM

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

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

September 7, 2016 at 8:54 PM

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

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.

March 30, 2016 at 6:24 PM

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

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

November 2, 2015 at 10:00 PM

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

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

August 15, 2013 at 4:46 PM

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