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Dan Seivert drops M&A data bombshell at his Dealmakers Summit to gasps

At his LA event, Dan Seivert revealed the thousands, yes, thousands of RIA deals going down this year despite limited activity from roll-ups

Author Guest Columnists Jason Lahita and Megan Carpenter October 1, 2014 at 8:19 PM
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Dan Seivert says new math is needed to do credit to the number of deals going down.

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Related Moves

March 11, 2020 at 7:58 AM

Pershing restores Ben Harrison as sole heir to Mark Tibergien -- for now -- but solo tenure may be temporary, with other top talent in the wings

Co-Head Maura Creekmore's departure leaves Harrison at the top by default, but the company is mum on future hiring and how much RIA autonomy gets sacrificed in name of 'convergence.'

January 19, 2023 at 3:31 AM

Behind the scenes, Ben Harrison's rise to replace Mark Tibergien at Pershing was more shock and awe than a symphonic succession

Harrison's appointment was baked in the cake -- or not -- and Tibergien departed with Swiss-watch precision in Moss Adams-style--or not.

March 13, 2020 at 7:22 AM

What to make of Pershing CEO Lisa Dolly's surprise exit and the sped-up entry of 35-year Pershing veteran Jim Crowley

When Dolly and Lori Hardwick were promoted, bing, bing, in 2016, Pershing experienced a lift but here comes 'charismatic' and 'RIA-familiar' Jim Crowley

May 9, 2019 at 2:18 AM

See more related moves

Mentioned in this article:

Fidelity
Asset Custodian
Top Executive: Sanjiv Mirchandani

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien

Symmetry Partners, LLC
TAMP
Top Executive: Patrick A. Sweeny

Kathy Freeman Company
Consulting Firm
Top Executive: Kathy Freeman Godfrey



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