M&A Adviser | I-Banker | Wealth & Asset Management Sectors | #RIA | Featured Speaker
San Francisco, CA
Joined March 2009
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David Selig retweeted
Buy-in is about trust. Invest your time, but don’t forget to invest your emotions. Get in the trenches with your guys.
Build the strength of the relationship from the ground up, the same way you’d build the delivery.
@FlatgroundApp
We are honored to have served as exclusive transaction advisor to Sadoff Investment Management (“SIM”) on its sale to @WealthEnhance. Based in Milwaukee, WI, SIM is a leading wealth management firm with over $1.6bn in assets under management. citywireusa.com/registered-i…
We are thrilled to have served as Medallion Wealth Management's exclusive advisor on this exciting transaction!
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We are honored to have served as exclusive transaction advisor to Thompson Wealth Management (“TWM”) on its sale to Lexington Wealth Management, a @HightowerAdvsor firm. Based in Concord, MA, TWM is a leading wealth management firm with $350 million in assets under management.
Why CI is changing its deal structure for RIA buys | Citywire citywireusa.com/registered-i…
Aggregators believe their spectacular M&A run is just beginning | Citywire citywireusa.com/registered-i…
Primed & ready for our discussion tomorrow. Appreciate our hosts, @dimensional #valuation #dealstructure
David Selig retweeted
The latest deal for @CarsonGroupLLC is a minority investment by @CarsonWealth in a $315m Bay Area firm: citywireusa.com/registered-i…
Thrilled for our client Grooms WM for their transaction with @rchusker and @CarsonGroupLLC. A year of discussions through COVID couldn't stop this great partnership from forming! citywireusa.com/registered-i…
Thrilled for our client, Bedell Frazier, for their txn with Bluespring Wealth Partners—case study for the merge-to-grow strategy. businesswire.com/news/home/2…
PE firm Berkshire Partners takes stake in $7bn EP Wealth | Citywire citywireusa.com/registered-i…
Hightower Advisors inks 5th M&A deal this year, hints more to come | Financial Planning financial-planning.com/news/…
Ex-UBS advisor Steven Mitchell, who oversaw $2 billion, joins RIA breakaway firm Procyon Partners | Financial Planning financial-planning.com/news/…
Thomas H. Lee gets second bite at an advice roll-up in backing Brookstone's buy of Jason Wenk's $3-billion TAMP -- with Altruist tie-in to be determined | RIABiz riabiz.com/a/2020/7/16/thoma…
Thrilled to have represented ClearRock in their sale to @MercerAdvisors. Great outcome for all! prnewswire.com/news-releases…
PagnatoKarp learns going it alone has its limits, jumps into the arms of another serial buyer, Cresset, after declaring its independence from HighTower only four years ago | RIABiz riabiz.com/a/2020/6/17/pagna…