LPL has served banks and credit unions for years, but recently the firm made a concerted effort to broaden their support for these institutions. We talk with Shawn Mihal, the firm’s new head of institution services, on what LPL’s doing.
Focus expects to see 20%-plus annual revenue and adjusted EBITDA growth and an EBITDA margin of 25.5% this year, despite anticipated market volatility.
Sanctuary has taken minority stakes in partner firms Concenture Wealth Management and G Squared Private Wealth to create 6 Degrees, a new entity designed to pursue acquisitions in the Southwest. The deal is a model for future Sanctuary investments...
For the right firm, the high price tags are appropriate given the growth trajectories. 'If you can acquire a firm and increase the profitability and make them grow faster, you can pay more,' said David DeVoe, speaking at the DeVoe & Co. 2021 M&A+...
CI’s deal with Seattle-based McCutchen Group is its first in the Pacific Northwest, and it will expand the firm's footprint in the ultra-high-net-worth market.
