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Private Equity and the RIA: Two Perspectives on the Value of Growth

The latest Mindy Diamond on Independence: A Podcast for Financial Advisors featuring Mark Copeland, a Founder of Signature Estate & Investment Advisors (SEIA) and Ben Prigal, Vice President of Reverence Capital Partners, discuss the value of partnership between private equity and RIAs. SEIA built a $19B practice organically and got it “right” before considering acquisitions and inorganic growth. Plus, this top private equity executive discusses practice valuation, what sets apart the most valuable firms, and why private equity loves investing in the wealth management space. It’s an episode that demonstrates yet another way that advisors can unlock the value of the businesses they built. Whether you’re currently a wirehouse advisor, an RIA owner, or anything in between, you’ll learn first-hand the value of a strong capital backer and strategic partner.

The information contained herein is for informational purposes only and should not be considered investment advice or a recommendation to buy, hold, or sell any types of securities. Financial markets are volatile and all types of investment vehicles, including “low-risk” strategies, involve investment risk, including the potential loss of principal. Past performance does not guarantee future results. For details on the professional designations displayed herein, including descriptions, minimum requirements, and ongoing education requirements, please visit Signature Estate & Investment Advisors, LLC (SEIA) is an SEC-registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Securities offered through Signature Estate Securities, Inc. member FINRA/SIPC. Investment advisory services offered through SEIA, 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067, (310) 712-2323.