Rockefeller Capital Management’s Post

Congratulations to Angel Deng, James Goettee and Allyson Lisser who were just promoted to associates! Read more about it here: https://lnkd.in/e3hb_4id #realestateinvestment #realestate #multifamily #commercialrealestate #multifamilyinvesting

Looking forward to sharing my experience and thoughts along with other great M&A experts on this Colorado Companies to Watch panel focused on exit strategy planning. See you next Thursday!

How is global M&A activity faring, is there reason for optimism, what’s next for Private Equity, and how is activism impacting M&A activity? This is a panel discussion not to be missed. Join Nicola Charlston, Anu Aiyengar, Steven Baronoff, Mark Sorrell, and Aidan Allen as they unpack all of the above!

Well Boston you were amazing! Very insightful last few days at the Tiburon Strategic Advisors CEO Summit. Was fantastic to spend time meeting new friends and catching up with old ones. #wealthmanagement #wealthtech #thoughtleadership #networking Shared the Eclipse experience with the Nebo Wealth team (pictured below) A few insights from this week…with all of the M&A activity and breakaways from the wire houses in the news 📰 most of the assets are still there 🤔 Wealth Mgmt Investors Panel: ➡️People sobering on valuations ➡️What’s the end game with PE Buyouts ➡️If you have a good business there will always be a home Large RIA’s: Growth, Technology and Operating Margin walk into a bar…yes that’s how this very insightful panel started and it didn’t disappoint 🙌🙌🙌… Fantastically moderated panel by Jeff Schwantz ➡️Collaborating with Competitors ➡️6*10+1…you had to be there to understand this one ➡️Perfecting the client experience ➡️Don’t get mesmerized by the shiny new objects, meet the needs of advisors and focus on clients ➡️Addressing the generational wealth transfer and aligning advisor teams with different generations of clients Robert J. Sofia dropped the last few nuggets of gold on getting better results from outreach: ➡️Solid SEO strategy ➡️Incorporating text messaging ➡️Utilizing video Boston ✈️ DFW ✌️ Shannon Spotswood Abby S. Ryan Eisenman Cody Barbo Joe Stensland Joseph Mrak Charles Almond Andy Finnegan, CFA, CAIA Adam Scully-Power, CIMA®, CPWA® Matthew Kadnar, CFA Martin Tarlie Ray Hennessey Christine Simone Stephen Chen Pamela Cytron April Rudin VRGL Andrew Cedar Catherine (“Cat”) Davies Amacher, CFP®

Our 2023 RPAC Major Investor Showcase is maintaining its stride, and today, we're thrilled to shine a spotlight on the remarkable accomplishments of Karen Sheesley! Feel free to join the celebration by expressing your thoughts in the comments section below!

💼 The Investors & Analysts Summit begins at 2:30 PM in Carisbrooke Hall. Daryl Cohen from Capital D shares what investors want in the talent technology space. Don't miss this insightful session! #InvestorsSummit #TAtechEur23

Thanks HANDLER THAYER, LLP for hosting a great event. Steven Thayer and Thomas J. Handler Looking forward to moderating the Venture Capital trends panel where we will discuss private capital trends and family offices investments in VC, PE and Private Credit next week with Trey Ward of R7 and @Sean O’Sullivan of SOSV Thanks HUB International and Anthony Hernandez for all the support and bringing like minded people together. #privatecapital #familyoffice #LOUDcapital #venturecapital #privatecapital #privatecredit

As we begin to navigate one of the largest wealth transfers in history, it’s important for family offices to recognize and embrace the opportunities ahead. Check out this article for more insight and perspective: https://lnkd.in/e62eyzfY

📌 Insights from the McGuireWoods Independent Sponsor Conference: In today's market landscape, we're witnessing a rise in sales leasebacks. For portfolio enhancement, it's about having the right team, an efficient process, a clear strategy, and forward planning. Remember, start thinking of your exit strategy right at the acquisition stage. As we move into an increasingly selective market, the key is open communication with Limited Partners and sellers and truly understanding your strengths. Despite the challenges, the horizon looks promising with some great deals emerging. Stratiq Capital Stephen Edworthy, CPA #McGuireWoodsConference. 🚀 #PrivateEquityTrends

BigLaw Private Equity and M&A Lateral Partner Moves Feel free to reach out for a confidential discussion of current lateral opportunities - partner , group or merger options .