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Cover Image Elizabeth Bloomer Nesvold
Elizabeth Bloomer NesvoldRaymond James

Elizabeth Bloomer Nesvold

Managing Director, Head of Asset & Wealth Management at Raymond James

Financial Advisor

New York

Deal Bio

Total Deals21
Valued Deals1
Total Value£ 1.01 B
Avg. Deal Size£ 1.01 B

Market Context

Awards

2021 Top Mid Cap Investment Bankers in North America
2021 Top FIG Bankers in North America

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23 Jan 2019|United States|Investment Banking
Silver Lane Advisors
Raymond James Financial

Target: SILVER LANE ADVISORS

Bidder: RAYMOND JAMES FINANCIAL INC

2 Service Providers

1 Target | 1 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

07 Jan 2020|United States|Asset Managers and Custodians
Athena Capital
Fiduciary Trust

Target: ATHENA CAPITAL

Bidder: FIDUCIARY TRUST INC

6 Service Providers

3 Target | 3 Bidder

19 Dealmakers

4 Target | 15 Bidder

n/a

Value

06 May 2020|United States|FinTech
ADVISORENGINE
Franklin Templeton Investments Corporation

Target: ADVISORENGINE

Bidder: FRANKLIN TEMPLETON INVESTMENTS CORPORATION

7 Service Providers

3 Target | 2 Bidder | 2 Vendor

32 Dealmakers

8 Target | 11 Bidder | 13 Vendor

n/a

Value

17 Jun 2020|United States|Asset Managers and Custodians
PAGNATOKARP
Cresset Asset Management

Target: PAGNATOKARP

Bidder: CRESSET ASSET MANAGEMENT LLC

4 Service Providers

3 Target | 1 Bidder

11 Dealmakers

4 Target | 7 Bidder

n/a

Value

15 Sep 2020|United States|Financial Data and Systems
Hanlon Advisory Software
Lincoln Investment Capital Holdings

Target: HANLON ADVISORY SOFTWARE

Bidder: LINCOLN INVESTMENT CAPITAL HOLDINGS LLC

5 Service Providers

2 Target | 2 Bidder | 1 Vendor

5 Dealmakers

2 Target | 2 Bidder | 1 Vendor

n/a

Value

27 May 2020|United States|Asset Managers and Custodians
Pure Financial Advisors
Emigrant Partners

Target: PURE FINANCIAL ADVISORS INC

Bidder: EMIGRANT PARTNERS

5 Service Providers

3 Target | 2 Bidder

14 Dealmakers

9 Target | 5 Bidder

n/a

Value

09 Mar 2021|United States|Asset Managers and Custodians
Litman Gregory Asset Management
Im Global Partner

Target: LITMAN GREGORY ASSET MANAGEMENT

Bidder: IM GLOBAL PARTNER

6 Service Providers

3 Target | 3 Bidder

4 Dealmakers

3 Target | 1 Bidder

n/a

Value

15 Mar 2021|United States|Asset Managers and Custodians
Brightworth
Ci Financial Corp

Target: BRIGHTWORTH LLC

Bidder: CI FINANCIAL CORP

6 Service Providers

3 Target | 3 Bidder

22 Dealmakers

10 Target | 12 Bidder

n/a

Value

10 May 2021|United States|Asset Managers and Custodians
Dowling & Yahnke
Ci Financial Corp

Target: DOWLING & YAHNKE

Bidder: CI FINANCIAL CORP

6 Service Providers

3 Target | 3 Bidder

15 Dealmakers

11 Target | 4 Bidder

n/a

Value

10 Feb 2021|United States|Asset Managers and Custodians
Investment Counselors Of Maryland
William Blair

Target: INVESTMENT COUNSELORS OF MARYLAND

Bidder: WILLIAM BLAIR

4 Service Providers

1 Target | 2 Bidder | 1 Vendor

8 Dealmakers

1 Target | 6 Bidder | 1 Vendor

n/a

Value

22 Jul 2021|United States|Investment Banking
Gerber Taylor
Emigrant Partners

Target: GERBER TAYLOR

Bidder: EMIGRANT PARTNERS

5 Service Providers

3 Target | 2 Bidder

6 Dealmakers

5 Target | 1 Bidder

n/a

Value

30 Jul 2021|United States|Asset Managers and Custodians
Homrich Berg
New Mountain Capital

Target: HOMRICH BERG

Bidder: NEW MOUNTAIN CAPITAL LLC

8 Service Providers

4 Target | 4 Bidder

18 Dealmakers

13 Target | 5 Bidder

n/a

Value

20 Sep 2021|United Kingdom|Investment Banking
Tiedemann Group
Cartesian Growth Corp

Target: TIEDEMANN GROUP

Bidder: CARTESIAN GROWTH CORP

14 Service Providers

9 Target | 5 Bidder

25 Dealmakers

22 Target | 3 Bidder

£ 1.01 B

Value

28 Sep 2021|United States|Asset Managers and Custodians
Berman Capital
Cresset Asset Management

Target: BERMAN CAPITAL

Bidder: CRESSET ASSET MANAGEMENT LLC

3 Service Providers

2 Target | 1 Bidder

7 Dealmakers

3 Target | 4 Bidder

n/a

Value

01 Nov 2021|United States|Asset Managers and Custodians
Idb Bank / Lido Advisors Joint Venture
Lido Advisors

Target: IDB BANK / LIDO ADVISORS JOINT VENTURE

Bidder: LIDO ADVISORS

7 Service Providers

7 Bidder

22 Dealmakers

22 Bidder

n/a

Value

22 Nov 2021|United States|Asset Managers and Custodians
Private Ocean
Wealthspire Advisors

Target: PRIVATE OCEAN LLC

Bidder: WEALTHSPIRE ADVISORS

6 Service Providers

3 Target | 3 Bidder

9 Dealmakers

4 Target | 5 Bidder

n/a

Value

06 Dec 2021|United States|Asset Managers and Custodians
Regentatlantic Capital
Ci Financial Corp

Target: REGENTATLANTIC CAPITAL

Bidder: CI FINANCIAL CORP

6 Service Providers

3 Target | 3 Bidder

13 Dealmakers

8 Target | 5 Bidder

n/a

Value

31 Mar 2022|United States|Diversified Financials
Eaton Vance Wateroak Advisors (investment Advisory And Wealth Management Business Assets)
PATHSTONE

Target: EATON VANCE WATEROAK ADVISORS (INVESTMENT ADVISORY AND WEALTH MANAGEMENT BUSINESS ASSETS)

Bidder: PATHSTONE

8 Service Providers

6 Bidder | 2 Vendor

14 Dealmakers

11 Bidder | 3 Vendor

n/a

Value

25 May 2022|United States|Asset Managers and Custodians
Meristem Family Wealth
Cresset Asset Management

Target: MERISTEM FAMILY WEALTH

Bidder: CRESSET ASSET MANAGEMENT LLC

3 Service Providers

2 Target | 1 Bidder

5 Dealmakers

3 Target | 2 Bidder

n/a

Value

31 Aug 2022|United States|Asset Managers and Custodians
Highland Private Wealth Management
Hightower Advisors

Target: HIGHLAND PRIVATE WEALTH MANAGEMENT

Bidder: HIGHTOWER ADVISORS

5 Service Providers

3 Target | 2 Bidder

5 Dealmakers

3 Target | 2 Bidder

n/a

Value

16 Sep 2022|United States|Investment Banking
Miracle Mile Advisors
Karp Capital Management

Target: MIRACLE MILE ADVISORS

Bidder: KARP CAPITAL MANAGEMENT

10 Service Providers

4 Target | 6 Bidder

27 Dealmakers

4 Target | 23 Bidder

n/a

Value

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