Diamond Consultants

JUNE 1, 2023

So, I asked our resident expert in M&A at Diamond Consultants, Louis Diamond , and he shared this real-world example: Let’s consider a wirehouse team generating $5mm in annual revenue, managing $600mm in almost all fee-based assets for high net worth clients.

Enterprise Values 98

Enterprise Values Private Equity Firms Private Equity Firms Mergers and Acquisitions 98

Diamond Consultants

OCTOBER 23, 2024

The Asset Purchase/EBITDA-Based Structure What it is: This structure is how many RIAs, private equity firms, roll-ups, aggregators, and investors will “buy into” wealth management firms. In some cases, they also require meaningful growth to achieve the full headline deal package.

Private Equity Firms 72

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The Private Equiteer

FEBRUARY 5, 2025

Intermediary Relationships: Investment bankers, brokers, and consultants who understand the middle market can be your best friends. Social Media and Content Marketing: Believe it or not, an insightful blog post or a well-crafted LinkedIn article can attract inbound interest from the right companies.

Deal Flow 52

Deal Flow Private Equity Firms Private Equity Firms Leveraging 52

Pension Pulse

MAY 6, 2024

Then she came across an investor presentation from a different universe: KKR, one of the world’s largest private equity firms. By that time, Mr. Stavros had decided to start an organization to promote his model more broadly, hoping to reach the 12 million people who work for companies that private equity firms own.

Capital 59

Capital Private Equity Firms Private Equity Firms Stakes 59

Pension Pulse

OCTOBER 20, 2023

CPPIB hired its own third-party market research firm to analyze the survey, and says the resulting report by Innovative Research Group concluded the survey “failed to meet its objectives of effective public consultation.” My take: This is a great deal for BCI and Searchlight, a private equity firm BCI seeded.

Investing 59

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Diamond Consultants

JUNE 14, 2023

Also, some firms more actively provide book-buying opportunities to their advisors. Future Ownership of the Firm: Are they a candidate to be acquired by another brokerage firm or private equity firm? Or perhaps they might go public via IPO? How would such transactions impact your business?

Private Equity Firms 52

Private Equity Firms Private Equity Firms Stakes Banks 52

Diamond Consultants

DECEMBER 20, 2022

Record valuations and sophisticated buyers, like private equity firms with deep pockets and healthy appetites to acquire high-quality businesses, caused many employee teams to reconsider the big picture in ways they had not before.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Enterprise Values Banks 59