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Articles tagged "Silver Lane"


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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

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

Robert Thomas: They knew what they were doing.

Marty Bicknell buys a $1.1 billion RIA that serves the mass affluent, and taps credit for the first time

In buying Vantage with borrowed funds, 'liquidity' per se was not the issue for Mariner Wealth; speed of execution was

January 7, 2015 at 8:11 PM

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

Richard Yoken:  I’ve always decided to fly under the radar and now we don’t mind being picked up over the radar.

A $1 billion RIA in the NY burbs got there without marketing now Focus Financial is assigned the makeover

Portfolio Strategy Group sells to the New York-based RIA umbrella and a website is the first order of business

February 1, 2013 at 6:32 AM

David Hou helped lead the biggest-ever Merrill breakaway and now he's part of a long-term deal with First Republic Bank.

A $5.5 billion LA-based RIA is getting purchased by First Republic Bank

Luminous Capital has gone from a 2008 Merrill Lynch breakaway to a big bank puzzle piece in 2012

November 5, 2012 at 7:04 AM

Sean Hanlon: It previously was VC-backed. We have it in our blood. We're owner-operators.

A $3.4-billion, TAMP-owning RIA buys Interactive Advisory Software, removing the VCs and plunking in a CEO

Engineer-by-training Sean Hanlon's unconventional purchase of IAS and its $33 billion of assets administered is worth keeping an eye on

August 20, 2012 at 3:49 AM

Michael Nathanson promised deals -- and quickly delivered.

Mintz Levin sells its $1.2 billion RIA, and Focus Financial nabs the assets through a partner firm

In an all-Boston deal, The Colony Group becomes a $2.5 billion behemoth only months after hooking up with the big New York consolidator

May 31, 2012 at 5:45 AM

Dan Silver: The goal is to form one of the top firms in the country

E*TRADE unwinds its RIA roll-up, and a giant RIA rises in the Boston burbs

Mark Hurley chips in the cash and Liz Nesvold sells Kobren for a second time

March 21, 2011 at 2:53 PM

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