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Cover Image Ralph Puthota

Ralph Puthota

Vice President at Raymond James

Financial Advisor

Deal Bio

Total Deals6

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

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25 May 2022|United States|Asset Managers and Custodians

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

30 Jul 2021|United States|Asset Managers and Custodians

Target: HOMRICH BERG

Bidder: NEW MOUNTAIN CAPITAL LLC

8 Service Providers

4 Target | 4 Bidder

18 Dealmakers

13 Target | 5 Bidder

n/a

Value

22 Jul 2021|United States|Investment Banking

Target: GERBER TAYLOR

Bidder: EMIGRANT PARTNERS

5 Service Providers

3 Target | 2 Bidder

6 Dealmakers

5 Target | 1 Bidder

n/a

Value

09 Mar 2021|United States|Asset Managers and Custodians

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

27 May 2020|United States|Asset Managers and Custodians

Target: PURE FINANCIAL ADVISORS INC

Bidder: EMIGRANT PARTNERS

5 Service Providers

3 Target | 2 Bidder

14 Dealmakers

9 Target | 5 Bidder

n/a

Value

07 Jan 2020|United States|Asset Managers and Custodians

Target: ATHENA CAPITAL

Bidder: FIDUCIARY TRUST INC

6 Service Providers

3 Target | 3 Bidder

19 Dealmakers

4 Target | 15 Bidder

n/a

Value

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