Charles Paikert
@paikert
U.S. correspondent, Family Wealth Report; contributing reporter, Barron's Advisor.
Content contributor, UHNW Institute, AdvisorEngine Learning Center
ID: 300980434
18-05-2011 17:35:52
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After big multiple arbitrage payoff, why would CI Financial stop selling? bit.ly/3pEypdo
Dave Barton's climb to bring Mercer Advisors to the top of the RIA heap included stops as a paperboy, litigator - and the Mayo Clinic. #mergersandacquisitions bit.ly/3p54dIi
Further proof the RIA M&A market is doing just fine: three significant deals in one day, each from a different part of the market- Mercer Advisors; CerityPartners and Robertson Stephens all flex their muscles. #RIAs #merger bit.ly/3O1uRvd
YTD, CerityPartners trails only WEG as the most active RIA M&A buyer. Now CEO @KurtMiscinski is looking at the U.K., Canada and Australia. Can you guess who his models for top shelf 'global professional service firms' are? #RIAs bit.ly/3QmZz3A
By all accounts, the United Capital-Goldman Sachs fiasco really was a cluster you-know-what. "It was a massive mistake," says one of Joe Duran's top lieutenants. "It should be a case study in how a deal can go wrong." #MergersAndAcquisitions bit.ly/3PiomVN
Admirers say Peter Mallouk is driven, determined and prescient. Critics say he can be ruthless, guarded and autocratic. How did Mallouk propel @Creative_Planning from a $30m pipsqueak in Kansas City to a $245bn industry powerhouse? #RIA bit.ly/48EbOPQ