Wealthmonitor

A ground-breaking new research report examining female wealth creation and how well women are catered to by advisory firms has been unveiled by ClearView Financial Media, publishers of WealthBriefing, in association with Boston Multi Family Office and Wealthmonitor (an Acuris company).

Want to find out more about our products and download our App? 20 November 2019 - 12:00 am UTC Feb ’19, we reported that privately-held Smart Choice had hired Eide Bailly for a potential sale, a relationship that might have been leveraged to gain introduction, identified the current owners/founders and that the company could be a strategic acquisition for a PE group in the edtech space or for a competitor. The CEO confirmed the company had grown 20-30% in ’18. In Nov.

Want to find out more about our products and download our App? 03 December 2018 - 09:00 am UTC Private Wealth Management Summit Fall 2018 3-5 December 2018, Eau Palm Beach Resort & Spa, Palm Beach, FL The Private Wealth Management Summit is the premium forum bringing leaders from America’s leading single and multi-family offices and service providers together.

Want to find out more about our products and download our App? 21 February 2019 - 12:00 am UTC Euromoney and IMN are pleased to invite you to our 2nd Annual Global Private Banking conference. This day-long event returns to London on 21st February 2019 and will again host influencers and thought leaders from the world’s leading private banks, wealth managers and service providers.

Want to find out more about our products and download our App? 01 October 2019 - 12:00 am UTC In January 2019, Mergermarket’s Sam Weisberg and Peter Agra reported that Dura Supreme was in advanced stages of a sale effort. They identified Keith Stotts, son of original founder Donald Stotts, as president and owner and established the EBITDA of the company at USD 25m and potential multiples in the single digits.

UK-headquartered specialist mortgage and asset finance business, Bluestone Group, is assessing exit options, founder Alistair Jeffery confirmed to this news service. An unsourced media report earlier this month claimed the company was preparing a dual-track sales process following inbound interest for the private equity-backed company.

Want to find out more about our products and download our App? 31 May 2019 - 12:00 am UTC In May 2019, Bhavna Kaul, Marlene Givant Star and Joao Grando reported that Ambler, PA-based GEO Specialty Chemicals was involved in a sale process with Nomura advising, a relationship that could have led to an introduction into the company. They reported that GEO generated around USD 20m in EBITDA and that the valuation was likely to be in the high single digits.

In October 2016, Mergermarket’s Emily Fasold reported that Maple Street Biscuit was likely to seek PE funding or a strategic partnership, but that the company had also become a full sale target for larger restaurant groups. She identified Scott Moore as the majority owner and GrayRobinson and The Grigg’s Group as advisors to the company, connections that might have been leveraged to gain an introduction to the company’s co-founder.

Drunk Elephant taps Financo for expected sale, sources say 12/24/2018 Drunk Elephant, the natural skincare company backed by investors including VMG Partners, has retained Financo as its financial advisor to explore a sale, said two sources familiar with the matter. A process for the Houston-based company is expected to launch in 2019, one of the sources said. A third source familiar with the matter said pitches for the sale mandate were held earlier this month.

Want to find out more about our products and download our App? 21 October 2020 - 06:09 pm UTC As companies stay private longer while raising multiple rounds of equity capital, the question arises: who is safeguarding the ownership data?