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Articles tagged "Liz Nesvold"


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Howard Milstein: 'I'm thrilled to have finally recruited Liz to the team after collaborating with her.'

'Second to none' Liz Nesvold, enters the PE game and may help give Karl Heckenberg and Joe Duran a run for their money?

The Emigrant Chair fell out with Mark Hurley then lost Karl Heckenberg, but he 'finally' signed the Silver Lane flash to his obvious delight

February 29, 2024 at 5:49 AM

Liz Nesvold: Thanks to my team for sticking with me through thick and thin.

RIA M&A superstar Liz Nesvold takes control of her own destiny by invoking a contract clause at Raymond James -- and signaling that there is a hard way and easy way the next 90 days can go

The 'Michael Jordan of RIA M&A' may have been passed over on the St. Petersburg, Fla., investment bank's corporate ladder, despite her legendary rainmaking

February 4, 2023 at 2:53 AM

Liz Nesvold (with Jeff Brand on right): It's freeing because I get to take my CFO hat off.

Raymond James bids to be the Goldman Sachs of RIA M&A through acquistion Silver Lane -- and it might just work

The St. Petersburg, Fla. investment bank provides the next chapter in Liz Nesvold's 'storybook journey' as Manhattan matchmaker extraordinaire overnight

January 24, 2019 at 8:08 AM

Sagar Kurada: Our new facility will allow HighTower to fund additional acquisitions.

HighTower picks up $6.4-billion roll-up on the cheap but the valuation may reflect WealthTrust's stagnant growth and profitability

The Chicago roll-up gets an embattled league of RIAs for about $70 million by persuading its financiers to double down and private equity owners to suck it up

April 13, 2017 at 11:35 PM

Elliott Weissbluth: Liz and I are working the deal-making together. This isn't assigned downstream to a sales team

With a reminiscent fire, Elliot Weissbluth personally leads a new charge to buy RIAs

The CEO of HighTower, with a big assist from Liz Nesvold and a $150 million line of credit, is on the prowl for large practices

March 18, 2016 at 4:44 AM

Doug Wolford: I believe that our full and fast response to this situation will in time become a model for the industry.

Convergent Wealth begins to pick up the pieces after David Zier's death

The $9.4-billion RIA is said to be facing massive challenges in retaining advisors and clients -- rumors discounted by CEO Doug Wolford

November 4, 2014 at 6:02 AM

Liz Nesvold: More hires are definitely on the way.

Enter the deal makers: RIA M&A firms are hiring furiously -- even without a deal boom

Silver Lane, DeVoe & Co. and Gladstone are among the companies buying desks and seeking more resumes

March 25, 2013 at 3:59 AM

Andy Putterman: It couldn't be any more offensive.

LPL makes big advance into the RIA business with Fortigent acquisition

The kingpin of product-based mass affluent advice now has a major beachhead with high-net-worth investors

January 3, 2012 at 8:34 PM

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