SPAC Road - The Forest Road Company
Forest Road CEO Zachary Tarica and Head of SPACs & Opportunistic Investments Jeremy Tarica discuss their investment, sector focus, and due diligence process. They share how they are identifying opportunities and describe the value added by their strategic advisors, including Shaq, Disney executives and Martin Luther King III.
#1 RIA Valued at $7.3 Billion in Investment from PE Firm Warburg Pincus
The #1 independent advisory firm in the country just announced has a new investment from Warburg Pincus. The PE firm is acquiring minority ownership and joining the board of Edelman Financial Engines, which manages $260 in assets. According to the release, this strategic investment values the nation's top RIA at $7.3 billion and is expected to close in the second quarter of this year.
Mercer Global Advisors Acquires $815 million Atlanta RIA
One of the largest financial planning firms in the country managing nearly $25 billion is expanding its footprint in Georgia. Mercer Global Advisors is buying Atlanta Financial Associates. AFA is a woman led and founded RIA that has about 570 clients and $815 million in assets under management.
Wealthspire Advisors: Focus on Talent & Culture
CEO Mike LaMena shares how talent and culture have led Wealthspire Advisors to be ranked a Top 25 Registered Investment Advisor by Barron's. He also compares organic growth with M&A and explains why both are important.