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Jeff Berman on Muck Rack

Jeff Berman

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Centereach, Levittown, New York
As seen in: Sports Video Group (SVG), Wealth Solutions Report, Apple Podcasts, LinkedIn, Variety, Quartz, Slate, Vox, Albany Business Review, Austin Business Journal, Baltimore Business Journal, Boston Business Journal and

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Articles

New Mountain Capital Exits Lincoln Investment

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By Jeff Berman Verified
| Wealth Solutions Report
New Mountain Capital exited its investment in Fort Washington, Pennsylvania-based Lincoln Investment, returning full ownership of the RIA and broker-dealer to the Forst family that founded it in 1968 and advisor shareholders, the companies announced on Wednesday. New Mountain, an investment firm with about $60 billion in assets under management (AUM), invested in Lincoln Investment in 2020.
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Sequoia Financial Buys $2.3 Billion Colorado RIA

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By Jeff Berman Verified
| Wealth Solutions Report
Akron, Ohio-based Sequoia Financial Group announced Tuesday that it acquired BSW Wealth Partners, a Colorado-based RIA managing about $2.3 billion in client assets as of June 30. The deal closed on Monday, a Sequoia Financial spokesperson told Wealth Solutions Report. BSW was founded in 1992 and serves a national client base from one office each in Boulder and Denver.
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Coalition Calls On White House To Oppose Union Pacific-Norfolk Southern Merger

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By Jeff Berman Verified
| Popular Resistance
September 1, 2026 Resist! In a letter written to President Trump earlier this week, the Stop the Rail Merger Coalition called on the White House to oppose the proposed Union Pacific and Norfolk Southern merger.
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