Added on August 2015 in M&A Issues
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Summary: Given the massive increase of merger and acquisition activity in wealth management, and understanding the complexity and unique nature of each of these transactions, we have to ask ourselves one very important question: How did our industry ever decide upon using the words “tuck-in” when referring to acquiring someone's business?
Added on July 2015 in M&A Issues
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Summary: The wealth management operation at Barclays may have been a small piece of the British bank's business. But at one point it had become a rising star, one which now appears to be falling.
Added on July 2015 in M&A Issues
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Summary: A half dozen financial advisers from Barclays PLC’s U.S. wealth-management group, including its former head, have left the firm to form a multi-billion-dollar independent practice with national ambitions.
Added on July 2015 in M&A Issues
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Summary: Are you ready to sell your business? OK! But before you cash out, you’ll need to find potential buyers. Middle market companies should generally be marketed to two broad groups of potential buyers: financial buyers and strategic buyers.
Added on July 2015 in M&A Issues
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Summary: In the course of trying to expand his business, advisor Derek Holman is reaching out to smaller competitors throughout the West. But after more than a year of negotiations with a handful of select practice owners, the managing director at EP Wealth Advisors in Torrance, Calif., reports he’s yet to find just the right fit.
