Private equity firms

Tobias Salinger
May 6, 2020 3:38 PM

The privately held firm recruited more than 160 reps in the first quarter on the strength of its balance sheet, CEO Amy Webber says.

3 Min Read
Tobias Salinger
March 30, 2020 3:29 PM

Ratings agencies predict major losses for all of the largest BDs, prompting firms to reassess strategies in uncertain times.

8 Min Read
Tobias Salinger
March 20, 2020 10:01 AM

Moody’s lowered the giant IBD network’s credit rating with sobering words that could resonate across wealth management.

2 Min Read
Tobias Salinger
March 19, 2020 3:43 PM

Moody’s affirmed the company’s “B3” rating but signalled the potential wide-reaching impact of the pandemic across wealth management.

4 Min Read
8 M&A advisors urge closing deals now, while economy stays strong
August 1, 2019 12:30 PM

Dealmakers from Alvarez & Marsal, Harris Williams, Huntington, KeyBanc, Lincoln, Piper Jaffray, Stifel and Willliam Blair weigh in on today's M&A climate, reporting a sense of urgency to close deals now, while the economy is stable, and advising clients to prepare for a downturn likely in 2020.

1 Min Read