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This generation of advisor aggregators puts the roll-up ghosts to bed, for now

Questions linger about what some firms will look like post-IPO or merger

Author Brooke Southall February 3, 2011 at 1:56 PM
1 Comment
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Chip Roame: This round of financial advisor aggregators is far better capitalized, and has far deeper management teams – and boards of directors.

Charles Roame

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Mark Tibergien


Jeff Spears

Jeff Spears

February 3, 2011 — 4:28 PM

Most aggregator strategies have not worked because the firms that “sell” to the aggregator are looking for an exit not looking to grow their business. The upfront economics are what drives many transactions.

As always, time will tell if “this time is different”.


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Mentioned in this article:

Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame

United Capital Financial Advisers
RIA Welcoming Breakaways
Top Executive: Joe Duran

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien



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