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Articles tagged "KKR"


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Shannon Eusey: ''Beacon Pointe will have the opportunity to further invest in the business and continue to expand our footprint.'

KKR rewards Beacon Pointe with mega recap after the roll-up made the leap from $10 billion to $20 billion in AUM in 18 months

CEO Shannon Eusey's team will still hold 'over 50%' of firm but takes chips off the table after KKR infusion in her 2002-founded firm -- which launched a rollup as an adjunct in 2011.

November 16, 2021 at 1:58 AM

Bob Miller: By 2014 the UHNW reporting market became the target of major well-funded brands.

Private Client Resources does deal with 'barbarians' after one with Envestnet and before CAIS

After CEO Bob Miller executed a turnaround, ex-KKR execs rewarded him with buyout of majority stake -- and wiped away nasty $12-million balloon note

June 27, 2019 at 5:11 PM

Rudy Adolf is now a public company CEO with a much-improved balance sheet and public currency to use for further deals.
July 28, 2018 at 2:51 AM

Focus co-founders Lenny Chang, Rajini Kodialam and Rudy Adolf have gotten Focus Financial to the brink of an IPO.

In another go-go sign, Focus Financial moves up IPO trade date to as early as Monday

After New York roll-up CEO Rudy Adolf completes bang-up road show that emboldened share-price leap, time is of the essence

July 20, 2018 at 9:58 PM

Rudy Adolf is walking the tightrope between investment bankers, advisors and KKR -- with man's best friend.

Focus Financial IPO is on at $39 per share as KKR pushes giant share premium, with an eye on raking off an extra $532 million

The New York-based roll-up's CEO Rudy Adolf wraps up his road show fraught with perils for slapping a higher -- much higher price -- on shares

July 16, 2018 at 8:35 PM

Rudy Adolf: A key reason for our partnership is the vision we share for continued growth.

Focus Financial files for IPO to raise $100 million, with 'interesting' timing

Private equity bought the New York-based roll-up a year ago and its revenues are growing about 20%

May 24, 2018 at 5:15 PM

Rudy Adolf: A key reason for our partnership is the vision we share for continued growth.

Stone Point and KKR buy Focus Financial for $2 billion by employing massive leverage

PE giants with loans of about $1 billion -- psyched that the roll-up's roll flow is snowballing in 2017 -- cash out Centerbridge, Polaris, Summit, several advisors and employees

April 19, 2017 at 4:39 AM

Jon Sundt: In 27 years of tracking, the average private equity return has outpaced the S&P by 2.5 times.

Feeling its oats in post-Genworth life, Altegris does a deal with KKR anchored by a big Merrill Lynch brokerage commitment

Using a deli-slicer approach, the San Diego liquid alts firm will make KKR billions available in $25,000 portions

May 13, 2015 at 5:55 PM

Dwayne Grady and Caroline Girgis: We wouldn't have taken this much off the table if the price of the stock wasn't what it is.

United Capital drops a six-figure check on 10 partner firms in share buyback program financed by SageView

Joe Duran's company is belatedly paying fully vested firms for up to 25% of their stock after the 2008 crash threw off the promised liquidity schedule

March 18, 2014 at 5:27 PM

The IMPACT production team went all-out to craft a dramatic backdrop for Bernie Clark's opening remarks.

The 2012 Schwab IMPACT conference comes off with a theatrical flair

Bernie Clark all but donned top hat and tails for a dramatic presentation of upcoming initiatives, and a last-minute celeb subbed for a famed basketball coach

November 15, 2012 at 8:49 PM

Charles Schwab: A person like me will have to write a larger check.

Why Chuck Schwab is fine with boosted taxes -- and even Dodd Frank -- and believes RIAs should be, too

Schwab's chairman also gives an interesting window into his view of alternative investments

November 15, 2012 at 4:59 AM

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