MEDIA: Press

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