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First Republic Advisors Explore Other Options Amid Uncertainty

The situations with First Republic and SVB pose yet another cautionary tale for advisors affiliated with banks.

United statesVishal bakshiBrian hamburgerDevoe coMorgan stanleySilicon valley bankFirst republic bankMerrill lynchWall streetConstellation wealth advisorsFirst republicGreat financialMarketcounsel consultingBoston private

Focus Financial Negotiating Sale to PE Firm CD&R

If sale to PE firm CD&R is negotiated at $53/share, Focus will cease to be a publicly-traded company.

Brian lauzonDavid devoeRudy adolfSincap groupGoldman sachsDevoe coFocus financial partnersStone point capitalSpecial committee

M&A Money Managers, as Always, Ripe for Consolidation — Mergers & Acquisitions

Revenue growth remains under siege as assets inexorably shift toward lower-cost passive strategies, reducing management fees.

Jeffrey stakelPwc gregory mcgahanKevin gallagherJohnson brunettiBing waldertAlera groupCerulli associatesHub internationalDevoe coCasey quirkEdelman financial engineSmart investorWealthplan advisersGregory mcgahan

Dynasty Financial ditches IPO, sells stakes to Schwab and private equity firm

Under the deal, Dynasty also swapped equity in itself for shares in some of its "network" RIAs.

New yorkUnited statesSankt peterburgDavid devoeShirl penneyBernie clarkMorgan stanleySchwab advisor servicesDevoe coCharles schwabDynasty financial partnersWall streetAbry partnersSally catesDynasty presidentGeller advisors

Three RIA Acquirers on What it Costs to Create a Profitable Deal

Outside input is important, but choose carefully. There are only a handful of bankers and attorneys with the requisite expertise.

United statesJames cahnFrancine miltenbergerEric kittnerScott holsoppleSchwab advisor serviceDevoe coWealth enhancement group

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