Emigrant Partners’ Post

Managing Director, Head of Strategic Advisory, Emigrant Partners

2mo

There's frequent talk about the intense competition for talent in the RIA industry. But we rarely hear in-depth from the firms and leaders who are quietly - and successfully - attracting, developing and retaining NextGen talent with the goal of building a "forever firm." That is the No. 1 reason I wanted to have Charlie Rocco from MONECO Advisors, on this episode of RIA+, which is now available on all podcast platforms. Charlie and I dove deep into the talent and human capital approaches at Moneco, which joined the Emigrant Partners roughly one year ago. The firm has experienced some incredible growth through a mix of organic and inorganic strategies - and ultimately, talent has been at the core of its growth engine. Enjoy episode 10 of RIA+: https://lnkd.in/ez9_8mjk #wealthmanagement #RIA

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Jennifer Souza

Financial Services Executive | Asset & Wealth Management

2mo

Charlie Rocco and Mark Bruno - great conversation about MONECO Advisors' trajectory to the firm it is today. Charlie, your comments about leveraging the "collective intelligence" of your advisors were thought-provoking. A lot to learn from your experience building a differentiated, talent-focused business!

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Kate Healy

NextGen Growth Builder

2mo

Great topic! Look forward to listening.

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Emigrant Partners

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That’s a wrap on season 1 of RIA+! Thank you to all of our guests who came onto the podcast and shared their insights on growth, talent, and leadership. It’s been incredible to see the reach and impact that RIA+ has had in such a short period of time, and we are looking forward to Season 2 kicking off at the end of September. ICYMI, here’s the full slate of Season 1 episodes: 1. Building an RIA Enterprise: Reza Zamani, AIF® CPM®, CFS®, CAS® - https://lnkd.in/dYHmh5pK 2. Building a National Brand: Jeff Brown - https://lnkd.in/eipth9CE 3. The Intersection of Entrepreneurialism & Energy: Jonathan Maxwell - https://lnkd.in/e53f6tXk 4. From Good to Great: Jeff Sarti & Stacey McKinnon - https://lnkd.in/e5gKkYea 5. Mark Tibergien on the Real Keys to Successful RIA M&A - https://lnkd.in/eZP6CKXf 6. The Art & Science of Creating an Exceptional RIA: Peter Raimondi, Bryan K., Leslie Arsenault Metz - https://lnkd.in/eWRV3NVF 7. An Inside Look at an RIA Rebrand: Tylor Seaman, CFA, CFP® - https://lnkd.in/evqnYucb 8. Mike Paton on Why Scores of RIA Leaders Embrace EOS - https://lnkd.in/euJDiPeG 9. Max Lane on the Future of Talent, Transition & Technology - https://lnkd.in/eNmKwjN7 10. Talent as a Driver of Strategic Growth: Charlie Rocco - https://lnkd.in/e9bjzfG7 11. Building an RIA with the 'client as the architect': Leo Kelly - https://lnkd.in/eNmw2Nhj 12. The State of RIA M&A: Laura Delaney - https://lnkd.in/eJgYpgCx 13. The Truth about RIA Organic Growth: Schwab's Lisa Salvi - https://lnkd.in/eAEUPTbj 14. An Inside Look at an RIA Organic Growth Machine - Joseph Anderson, CFP®, Jason Carver - https://lnkd.in/eZEcpjcd
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Emigrant Partners

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Congratulations to our partner firm, F.L.Putnam Investment Management Company, on its recent acquisitions of Arbor Capital Management , Four Ponds Financial Planning LLC, and Ascension Asset Management. We are excited to see you cross the $10BN AUM threshold. Emigrant Partners is thrilled to be in partnership with you to help fund and execute on your expansion. Thank you to Citywire RIA for featuring F.L.Putnam Investment Management Company's growth story. https://lnkd.in/dPV2Rt27

Emigrant-backed F.L.Putnam adds $1.25bn in triple deal

citywire.com

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Emigrant Partners

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1mo
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Thank you to Suzanne Siracuse and the team at WealthManagement.com for sharing the personal and professional journey of our Chair, Liz Nesvold - who also offered deep insights into the future of the wealth management industry in this new podcast interview. As the wealth business continues to rapidly change, Liz outlined the importance of focusing on your firm's core and most valuable asset: Talent. Finding, nurturing and retaining top talent is more critical than ever, and Liz details how technology, infrastructure and organic growth can influence a firm's ability to recruit and develop current and future talent. Liz and Suzanne also discuss the drivers of valuation and M&A in the wealth business - and the role M&A should play as part of a firm's growth strategy. Enjoy this fun and informative episode of Focused on the Future 👇 👇 👇

WealthManagement.com

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1mo

PODCAST 🎙️ Focused on the Future Join us on this episode of Focused on the Future as host Suzanne Siracuse sits down with Liz Nesvold, Chair of Emigrant Partners. Liz highlights the three critical areas that firms need to focus on to ensure future success, discusses the key levers that contribute to obtaining a high firm valuation, and the profound impact her mother had on her leadership style. Listen to the full podcast >> http://spr.ly/6048cMtlr

Focused on the Future: Liz Nesvold on Why M&A Is Not a Business Strategy

wealthmanagement.com

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Emigrant Partners

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2mo
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Congrats to our partners at Sustainable Development Capital, LLP and to General Atlantic on today's announcement. The Emigrant Partners team is proud to be aligned with you, and we look forward to the continued growth and impact that Jonathan Maxwell and his leadership have empowered at SDCL.
Sustainable Development Capital, LLP

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2mo

We're delighted to announce a minority investment from General Atlantic, a leading global growth investor, through its BeyondNetZero climate growth fund. In addition to the investment, Tony Davis, CEO of Inherent Group and a co-founder of Anchorage Capital Group, will also become a shareholder of the company and act as an advisor. Our CEO Jonathan Maxwell said: “SDCL is delighted to partner with General Atlantic’s BeyondNetZero team. We believe that resource efficiency is key to sustainability and that energy efficiency is the largest, fastest, cheapest, and cleanest source of greenhouse gas emission reductions, energy cost reductions and energy security. The world cannot reach #netzero, or beyond, without it. This is key to SDCL and BeyondNetZero’s strategies. Michael Bevan, Managing Director at General Atlantic’s BeyondNetZero, said: “We are excited to support Jonathan and the SDCL team in their mission to develop scalable net zero solutions. Energy efficiency is a critical, but too often overlooked, component of the solution set that will enable the global energy economy to transition to net-zero, and we believe this market needs both real asset capital and growth equity to power transformational change ... We look forward to helping SDCL scale its ability to provide capital solutions of all kinds to clients across the energy efficiency markets.” General Atlantic joins Emigrant Partners, a New York based investor that provided strategic capital to SDCL in 2022. Jenny Souza, CEO of Emigrant Partners said, “We are thrilled to see SDCL continue to experience impressive growth and success, while also being such a thoughtful and impactful organization. We have been tremendous believers in the SDCL leadership team and their long-term vision since we first provided strategic capital to them in 2022; we are excited to continue our partnership with the SDCL team alongside General Atlantic.” https://lnkd.in/eaj523K6
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Emigrant Partners

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Thank you to all of the publications that featured Emigrant Partners and our Partner Firms in the news this week: · Corporate Counsel Business Journal's 2024 Spring Edition featuring EP’s General Counsel, Jamie Sklar, on “Hiring People with the Skills You Seek”: https://lnkd.in/ex2MihHF · WealthManagement.com for recognizing Peter Raimondi of Dakota Wealth Management, Michele Welsh of Verdence Capital Advisors, and Lucas Belanger, CFP® of Verdence Capital Advisors for being named as finalists for the CEO, CMO, and Rising Star of the year awards: https://lnkd.in/dgJMPx_m · USA TODAY for including F.L.Putnam Investment Management Company , SteelPeak Wealth, and Dakota Wealth Management in its 2024 top 200 best RIAs list: https://lnkd.in/e-ARUzCM · Wealth Solutions Report for honoring Sarah Pochedly of STRATOS as a “Next 5: Next Gen Wealth Management Leader”: https://lnkd.in/ehK2cxNp Congratulations to all of our partner firms for these well deserved recognitions!
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Emigrant Partners

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Standing room only as our Jason Ehrlich takes the stage at BNY Mellon | Pershing Insite to share his perspectives on the “consolidation explosion” in the RIA industry. In addition to giving a state-of-the-state on industry M&A activity, the panel is going beyond the numbers and unpacking the psychology of deal-making, how talent can influence valuations - and ultimately, how to ensure success for all parties long-term. Very appropriately positioned as a “Masterclass;”thank you BNY Mellon | Pershing for featuring Emigrant Partners in this important discussion. #realinsite
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Emigrant Partners

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2mo
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Please join Emigrant Partners in congratulating our partner firms - Peter Raimondi of Dakota Wealth Management, Michele Welsh of Verdence Capital Advisors, and Lucas Belanger, CFP® of Verdence Capital Advisors - for being named as finalists for the CEO, CMO, and Rising Star of the year award, respectively. Thank you to WealthManagement.com for including our partner firms on this list. View the full list here: https://lnkd.in/dgJMPx_m

Finalists of the 2024 Wealth Management Industry Awards

informaconnect.com

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