MEDIA: Press

December 4, 2017
Silver Lane Taps Industry Veteran as General Counsel and Head of Operations
- press release

October 12, 2017
Tiedemann Buys Threshold in Blockbuster UHNW Deal
- published on financial-planning.com

October 12, 2017
Tiedemann Buys Threshold to Create $15 Billion Wealth Firm
- published on bloomberg.com

October 12, 2017
Silver Lane Advises on the Sale of $3.4 Billion Impact Investing Firm, Threshold Group
- press release

July 20, 2017
Why Even the Best-Laid M&A Deals in Wealth Management Can Fail
- published on wealthmanagement.com

June 26, 2017
Silver Lane Advises Fintech Platform, Advizr, on Strategic Investment Led by Franklin Templeton
- press release

June 6, 2017
Silver Lane Advises on Sale of Real Assets Fund Business
- published on businesswire.com

April 20, 2017
Raymond James Gets Midsize 'Bolt-On' as UMB Financial Exits Wealth Management
- SNL Financial

April 19, 2017
KKR, Stone Point to Buy Focus Financial Majority Stake
- published on financialadvisoriq.com (registration required)

April 19, 2017
Asset Vantage Acquires Fintech Innovator, Financial Navigator
- press release

April 13, 2017
Silver Lane Advises on the Acquisition of $6.4 Billion WealthTrust
- press release

April 3, 2017
Silver Lane Advises $18 Billion Manager, Hartland & Co., in Management-Led Recap
- press release

April 3, 2017
PE Player Buys Stake in $18B Wealth Manager
- published on financialadvisoriq.com (registration required)

February 28, 2017
Talking Wealth Management M&A with Silver Lane Advisors
- published in Family Wealth Report

January 31, 2017
First Republic Starts the Year with a Bang
- published in Investment News

November 14, 2016
Silver Lane Awarded Financial Services “Deal of the Year” Honors
- press release

September 13, 2016
Silver Lane Celebrates One Hot Summer
- press release

September 12, 2016
American Beacon Advisors Acquires Crest Investment Partners
- press release

September 9, 2016
Silver Lane Advises Westport Resources in Sale to United Capital
- press release

September 6, 2016
Silver Lane Named Finalist for “Financials Deal of the Year” Award
- press release

August 8, 2016
Tiedemann Wealth and Presidio Capital Combine to Create $13 Billion National Wealth Advisor
- press release

August 8, 2016
N.Y., Calif. Advisors Merge to Create $13B Behemoth
- published on fa-mag.com

August 8, 2016
Boutiques Catch Up With Global Firms in M&A
- published on euromoney.com

July 21, 2016
People's United Acquires Gerstein Fisher
- press release

July 13, 2016
Minella Capital to Acquire Majority Stake in W.E. Donoghue
- press release

July 6, 2016
HighTower Acquires Acacia Wealth
- press release

June 8, 2016
HighTower to Acquire Archer Wealth
- press release

April 14, 2016
DOL, March of Time Spur Recent Advisory M&A
- published on financialadvisoriq.com

February 3, 2016
Invesco Joins Asset Managers in Robo Race
- published on euromoney.com

February 1, 2016
Profiling The Winners Of The Future
- published in FA Magazine

January 11, 2016
Silver Lane Taps Industry Veteran to Launch Mid-Cap Insurance Investment Banking Practice
- press release

January 7, 2016
Johnson Financial Group to Buy Cleary Gull Advisors
- published on bankinvestmentconsultant.com

December 10, 2015
Grab Your Wallet: RIA Buyers and Sellers Gear Up for Busy 2016
- published in Financial Planning

November 23, 2015
Middle-Market Muscles in on Investment Banking Fees
- published on euromoney.com

November 4, 2015
Silver Lane Releases The Art of M&A Valuation and Modeling
- press release

October 30, 2015
Fastest-Growing RIA Takes on Taxes, His Own Included, in Puerto Rico
- press release on bloomberg.com

October 28, 2015
Have Roboadvisors “Jumped the Shark?”
Six Predictions from Silver Lane

- press release

October 28, 2015
Are Robo Advisors Following The Path of Internet-Only Banks?
- published on wealthmanagement.com

June 25, 2015
Business Environment Makes Wealth Management Companies Attractive to Banks
- published on SNL Financial

June 22, 2015
Silver Lane Advises Highmount Capital on Joining Brown Advisory
- press release

June 17, 2015
Silver Lane Advises Constellation Wealth on its Sale to First Republic
- press release

June 2, 2015
Silver Lane Advises Halsey on its Sale to Washington Trust
- press release

April 30, 2015
Silver Lane Wins “Cross-Boarder M&A Deal of the Year” Award
- press release

April 23, 2015
Silver Lane Advises Covestor on its sale to Interactive Brokers
- press release

March 25, 2015
Three’s Company: How to Structure a Deal We Can All Live With
- published by Silver Lane

February 27, 2015
FirstBank Puerto Rico Announces Acquisition of 10 Doral Bank Branches
- press release

February 26, 2015
Banks Shop for RIAs
- published in bank investment consultant

February 10, 2015
Post-City National, big buyers could look closer at banks like Boston Private
- published on SNL Financial

January 27, 2015
Breakaways, Banks & Wealth Managers Seen Leading RIA Deals in 2015
- published in Financial Planning

January 26, 2015
Silver Lane Advises Hudson Valley Bank on closing of RIA Divestiture
- press release

January 26, 2015
What Can Banks and RIAs Learn from the RBC/City National Deal?
- press release

January 12, 2015
Outlook for 2015 – Major Industry Issues and Implications
- published in Infovest21

January 6, 2015
Silver Lane Managing Director, Peter Nesvold, Elected to NYSSA's Board
- press release

January 5, 2015
Silver Lane Advises Vantage Investment Advisors on its Majority-Interest Sale
- press release

November 19, 2014
Silver Lane Advises Hudson Valley Bank on RIA Divestiture
- press release

June 25, 2014
Silver Lane Awarded ‘M&A Advisor of the Year’ and ‘Cross-Border Transaction of the Year’ Honors
- press release

April 22, 2014
Larger Managers Struggle to Match Agile Boutiques
- published in FundFire

April 4, 2014
After J.P. Morgan, What Other Deals Could 2014 Bring
- published in The Mutual Fund Wire

April 4, 2014
Moelis Seeks $1.58 Billion Valuation in Public Offering
- published in Bloomberg

March 5, 2014
Silver Lane Wins International "Deal of the Year" Award
- press release

February 4, 2014
'Wrong gender, color, country'
- published in Reuters

January 23, 2014
Is LPL a $60 stock?
- published in Investment News

January 16-22, 2014
Partner Power
- published in HFMWeek

November 26, 2013
M&A Activity – Q&A with Erika Cramer, Silver Lane Advisors
- published on www.Infovest21.com

October 2, 2013
For Bay Area RIAs, a Game-Changing Shift
- published in Financial Planning Magazine

September 3, 2013
Silver Lane advises Bel Air on sale to Fiera Capital
- press release

July 1, 2013
Envestnet Completes Acquisition of Prudential Wealth Management Solutions
- press release

May 15, 2013
Veteran bank i-banker on his move to Silver Lane
- SNL Financial

April 16, 2013
Silver Lane Appoints Jeffrey Brand as Managing Director, Head of Bank M&A
- press release

April 12, 2013
Silver Lane Advises Prudential Financial on the Disposition of its WMS Division to Envestnet, Inc.
- press release

March 19, 2013
Silver Lane Appoints Edward Higham as Managing Director
- press release

February 25, 2013
Merger of Two Fund of Funds to Form One of the Largest Texas-Based Platforms
- press release

January 31, 2013
Silver Lane Advises The Portfolio Strategy Group on its Sale to Focus
- press release

December 21, 2012
Citigroup Said to Give CCA Managers 75% Fund Stake for Free
- published in Bloomberg

November 7, 2012
Silver Lane Advises Evercore Wealth on Acquisition of Mt. Eden Investment
- press release

November 5, 2012
Stifel Quarterly Profit Rises, Firm Announces Merger
- published in Reuters

November 2, 2012
Silver Lane Advises First Republic on Acquisition of Luminous Capital
– press release

August 15, 2012
Hanlon Financial Group Completes Acquisition of Interactive Advisory Software
– press release

June 13, 2012
Private Equity Firms Target ETF Portfolio Managers
– published in Reuters

May 30, 2012
Focus Financial Partners' The Colony Group and Mintz Levin Financial Advisors to Combine
– press release

April 23, 2012
LPL Financial Announces Closing of Fortigent, LLC, Acquisition
– press release

March 30, 2012
Evercore Proves Its Worth Since Launching In Great Recession
– published in Family Wealth Report

March 5, 2012
Texas Teacher Pension Buys Bridgewater Stake
– published in The New York Times

January 03, 2012
Silver Lane Advises Fortigent, LLC, on Acquisition by LPL Financial
– press release

December 2011
Silver Lane: A Clear Winner
– published in DealMakers Monthly

September 20, 2011
Who’s Your Rainmaker? Some Wealth Managers Use Business Development Teams
– published in Registered Rep.

September 20, 2011
Private Equity Interest in RIAs Continues as Rosemont Buys into Westmount Asset Management
– published in Registered Rep.

August 30, 2011
The Carlyle Group Makes Strategic Minority Investment in Avalon Advisors
– press release

August 08, 2011
HSBC Tops Family Office List as Money Firms Manage Rises 17%
– published in Bloomberg Markets Magazine

July 25, 2011
Englander Said to Be Looking to Sell Millennium Stake
– published in The New York Times DealBook

July 18, 2011
Silver Lane Advises on Recapitalization of Westmount Asset Management
– press release

July 14, 2011
Binghamton University Donor Profile – Elizabeth Bloomer Nesvold
– published in Bubearcats.com

July 13, 2011
TA Associates Completes Investment in Stadion Money Management
– published in Business Wire

April 26, 2011
TA Associates to Invest in Stadion Money Management
– published in Business Wire

April 4, 2011
Wealth Advisor: Going Independent Sounds Good But Who Has Time?
– published in Reuters

March 18, 2011
E*Trade Sells Investment Advisory to Fidelity/Vanguard Specialist
 – published in Fortune.cnn.com

December 17, 2010
KAPITALL Announces Close of Series A Funding Round
 – published in Business Wire

December 14, 2010
WEALTH MANAGER-Advisers Should Approach Roll-ups with Eyes Open
 – published in Reuters

November 8, 2010
Wealth Management M&A Activity Is Starting to Heat Up But Caution Rules
 – published in American Banker Magazine

November 1, 2010
Analysis: Wilmington Acquisition Is Coup For M&T
 – published in Registered Rep Magazine

October 8, 2010
Investor Protection: New Rules Threaten Traditional Brokerage Model
 – published in Euromoney Magazine

October 1, 2010
To Market, to Market
 – published in Financial Planning Magazine

September 27, 2010
Silvercrest Success Seen As Boost For Boutiques
 – published in Family Wealth Report

April 2010
No Train Wreck, Now What?
 – published in Trusts & Estates

February 22, 2010
Evercore Wealth Management: The Challenging of Sustaining a Fast Start
 – published in Family Wealth Report

January 19, 2010
Focus Financial Partners Adds Bridgewater Wealth and Financial Management LLC
 – press release

December 7, 2009
Despite High Hurdles, New York Is Still A Magnet for Wealth Managers
 – published in Family Wealth Report

Fall 2009
Declaring Financial Independence
 – published in Financial History

September 13, 2009
Kochis to Step Down as CEO of Aspiriant
 – published in Investment News

July 2, 2009
M&A: Why So Quiet?
 – published in Euromoney

June 15, 2009
BlackRock-BGI Expected to Spark Wave of M&A
 – published in FUNDfire

February 18, 2009
Hedge-Fund Firms Pressed to Consolidate After Losses Erode Fees
 – published in Bloomberg.com

January 2009
Shake Up!
 – published in Trusts & Estates

September 17, 2008
Merrill Reps: Waiting for Retention News
 – published in Registered Rep Magazine

September 11, 2008
Lehman Faces Hard Bargaining to Sell Neuberger
 – published in Reuters

September 8, 2008
U.S. Trust Vet to Drive Rockefeller Expansion
 – published in FUNDfire

September 3, 2008
Citi Loses Advisor Teams With $7B
 – published in FUNDfire

August 22, 2008
Worst Time to Sell Funds Since '02 Hurts Lehman Plans
 – published in Bloomberg.com

August 7, 2008
RIA Acquirers Pull Back on Deals in 2008
 – published in FUNDfire

July 25, 2008
Suffering & Surviving: W-S Division Offers Wachovia Rare Bright Spot
 – published in The Business Journal of the Greater Triad Area

July 7, 2008
Banks: Everything Must Go
 – published in CNNMoney.com

June 27, 2008
Northern Trust Buys Ohio RIA in Growth Push
 – published in FUNDfire

June 18, 2008
Rockefeller Sells Stake in Bid for Expansion
 – published in FUNDfire

June 18, 2008
SocGen-Rockefeller Deal Under a Magnifying Glass
 – published in Family Wealth Report

June 17, 2008
Fund-Platform Provider Bellatore Eyes Acquisitions
 – published in Family Wealth Report

April 30, 2008
Dallas Shop Buys Out from CalPERS Program
 – published in FUNDfire

April 22, 2008
Will Credit Woes Spur Manager Mergers
 – published in FUNDfire

April 9, 2008
U.S. Trust Unit Splits from B of A with $28B
 – published in FUNDfire

March 12, 2008
New Turnkey Firm Brings Broad Menu to market
 – published in FUNDfire

January 15, 2008
PE Firm Puts Money in Freestone Capital Management
 – published in Family Wealth Report

November 26, 2007
New Suitor Sets Sights on Wealth Firms
 – published in FUNDfire

August 23, 2007
Nesvold Launches Investment Bank
 – published in Private Asset Management

August 14, 2007
Nesvold Launches Silver Lane Advisors
 – published in Family Wealth Report

April 2007
Wooing Women
 – published in Worth Magazine

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