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| Milton Berlinski |
Gladstone Place Partners represents Reverence Capital Partners as its Advisor Group investment completes the acquisition of Ladenburg Thalmann Financial Services of Miami.
Phoenix-based AG is the nation's largest network of independent wealth managers. The closing of the LTFS deal augments its 11,300 financial advisors and $450B in client assets under management.
Milton Berlinski, RCP co-founder & managing partner, said the AG/LTFF combination creates "one of the most robust platforms in the wealth management industry."
LTFS' five independent advisory and brokerage firms will retain their identities to reflect AG's commitment to a multi-brand network model.
Gladstone founder Steve Lipin and senior VP Michael Flaherty represent RCP.
LTFS is using Sard Verbinnen & Co. staffers Jared Levy, Emily Claffey and Benjamin Spicehandler.
Edelman handles Viking Holdings, the river and ocean luxury cruise line that plans to raise $1B via an IPO priced in the $21 to $25 per share range.
Teneo is handling the initial public offering of CVC Capital Partners, one of Europe’s largest private equity firms with nearly $200B in assets under management.
Brunswick Group represents Endeavor Group Holdings as it agrees to go private via its acquisition by Silver Lake technology investment firm, which is handled by Edelman Smithfield.
Tod Donhauser, a nine-year veteran of Edelman, has joined H/Advisors Abernathy as managing director and head of its San Francisco office.
Intelligent Group Ltd, a Hong Kong-based financial PR firm, has priced its initial public offering of 1.9M shares at $4, which is the low end of the $4 to $5 range.
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