MEDIA: Press
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
June 2010
Strong Dollar Boosts International Expansion
– published in Investment News
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
October 18, 2009
Pace of M&A Among RIA Firms Starting to Pick Up
– published in Investment News
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-
April 26, 2009
Mega-Firms Eye Selloffs to Slim Down
– published in Investment News
April 5, 2009
Goldman, Morgan Likely Suitors For First Republic
– published in Investment News
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 15, 2008
Indie Wealth Firms Sought by Acquirers
– published in Investment News
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
May 12, 2008
Credit Woes May Spur Money Managment Selloffs
– published in Pensions & Investments
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 14, 2008
UBS Global is likely safe
– published in Pensions & Investments
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
February 18, 2008
Julius Baer IPO Pushes Against Tide
– published in Pensions & Investments
January 23, 2008
Virginia Wealth Firm Joins RIA-Buying Spree
– 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