Articles tagged "Brent Brodeski"
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Focus Financial is pushing shareholders to take a take-it-or-leave-it private equity offer worth about $6 billion -- including $2 billion debt assumption -- despite a break-up value near $10 billion
Clayton, Dubilier & Rice's $53-a-share, or $4.1 billion, offer is predatory but likely to be accepted, in the sense that analysts imagine the rollup could be sold off in parts; Buckingham, alone, may fetch $2 billion.
February 3, 2023 at 3:03 AM
Fed up owner of $5.4 billion RIA prepares to run for U.S. Senate as independent
Neal Simon, CEO of Bronfman Rothschild and advocate of The Centrist Project, has exploratory committee in place and will decide by February
December 20, 2017 at 10:13 PM
Why Brent Brodeski, a $6-billion GOP RIA, is in a furious full-time fight against the Republican RIA-unfriendly tax bill
The Rockford, Ill.-based owner of $6-billion Savant Capital makes appeals to Paul Ryan, Ron Johnson and other GOP higher-ups after LLC income gets short shrift
December 14, 2017 at 12:44 AM
How Brent Brodeski 'cut the middleman out' to get a no-strings $50 million for succession nirvana
Needing to cash out retiring partners, Savant Capital's CEO thought he needed to sell his $4.7B RIA -- 70 'conversations' later he met the potential moneymen
October 5, 2016 at 5:55 PM
What they do teach at Harvard Business School that's worth learning even after banking monetary success
Personally, I have accumulated sufficient assets, but ironically it took the famed business institution to give my career a deeper purpose
April 3, 2014 at 6:19 AM
Bloomberg warns that BloombergBlack is shutting down
The move toward a 'very quick death' shocks virtually everyone as the New York data giant alludes to its plans to offer financial advice down the road
July 25, 2013 at 10:29 PM
What I learned at Harvard Business School that doubled my RIA assets to $3.3 billion in two years
$13,000 and seven days in Boston sparked a sales revolution, a deal-making mindset, a TAMP and an online venture
June 4, 2013 at 5:54 PM
John Furey is creating a think-tank out of six big RIAs that want to grow like roll-ups without the pressures of an IPO
The Alliance for RIAs includes Savant Capital, Carson Wealth, Beacon Pointe, Stratos and Highline
April 30, 2012 at 12:56 PM
Why a pair of Zero Alpha RIAs are combining and out-and-out avoiding roll-ups and private-equity money
Savant Capital and Monitor Group will have a combined $2.7 billion of AUM and hot prospects for gobbling up more firms
