Evercore的动态

??The Journey Continues at Sikich! We’re not just celebrating our achievements; we’re gearing up for what's next! ??5/9: With a powerful $250 million investment from Bain Capital, we're accelerating towards even greater innovation and growth. ?? 7/10: Our CEO, Christopher Geier, isn't slowing down after winning two Gold Globee Leadership Honors at the 16th Annual Golden Bridge Awards. His visionary leadership is just the beginning of what's to come. ?? 7/31: Sikich is honored to be named #28 on INSIDE Public Accounting’s 2024 Top 100 list. But being on top isn’t our endgame—it’s just the launchpad. ?? 8/1: We’re proud to debut on Financial Advisor Magazine's Top 50 Fastest Growing RIA List, ranking #311 out of 419. This growth is the momentum pushing us forward. So, where are we going next? The sky's the limit! #SikichOnTheMove #NextLevelLeadership #InnovationInMotion #CPA #SiteSelection #Incentives #PrivateEquity #BusinessAdvisory #RiskManagement #TaxConsulting #TechnologySolutions #WealthManagement #AuditServices #MergersAndAcquisitions #ValuationServices Sabrina Champagne Tom Bayer, CPA, CExP Larry Johnson John Iwanski Kael Campbell, CPA Steven Randall Miranda Humphrey Mark Kane Michael Barton, CPA Mary O'Connor, ASA, CRE, CMI, CFE Ray Lampner, CPA, ABV, CVA, CFF, CEPA Antony Nettleton Richard Lynch Bobby Achettu

?? Affinity Private Wealth Secures Its Independent Future ?? Affinity Private Wealth has announced an ambitious succession plan to remain independent and owner-managed. The strategic move, led by the original founders, introduces Michelle Tring and Elizabeth Shaw as new shareholders, while Sean Crisp has increased his stake. CEO David Stearn emphasized their commitment to staying independent, avoiding trade sales, and upholding their core values. This approach ensures the continuity of tailored financial strategies for their clients. ?? ?? Follow us for more updates! #PrivateWealth #SuccessionPlanning #WealthManagement #Independent #Leadership #FinancialServices

Last week, we announced some exciting changes to the leadership of our Private Equity business. Peter Gale, former CIO and Head of Private Equity has become non-executive Chairman and hands over the role of CIO to Brooks Harrington. Peter and Brooks sat down with Seb McCarthy, Editor of Private Equity News to discuss how the industry has changed over the decades, as well as Brooks’ strategic priorities as we look to continue our strong investment performance, to provide consistent and compelling returns for our clients. Read the article here (paywalled): https://lnkd.in/ehfrQdcv #privateequity #CIO #appointment #leadership For professional investors only. Capital at risk.

Thank you Benjamin P. Clinger for an amazing Crash Course on Private Equity Law. I learned so much from you, not only on a legal perspective, but also as a successful negotiator who is able to make impeccably fast judgment calls. Most valuable takeaway? Focus on your emotional IQ (aka EQ), for that is a paramount requirement in the daily practice of legal negotiations.

Great article written in Harvard Business Review. They examine the stark contrast between public company boards, known for their oversight focus, and the hands-on approach of private equity boards. Highlighting the potential for public boards to learn from the proactive involvement in strategy and leadership seen in private equity, the article unveils a pathway for public companies to enhance governance and drive success. #privateequity #boardleadership #leadershipadvice

Boards, possibly even more than management, need to have their interests aligned with the shareholders. Owning equity, including options, is key to aligning their interests. It has been evident since the financial crisis that when directors own shares there is a direct correlation in how the company performs which leads to greater shareholder value. Paying directors a large percentage of their compensation in equity makes it happen. #CorpGov #CorporateGovernance #ShareholderValue #Success #BusinessSuccess #Leadership #Directors #Comp #Compensation

Exciting news for Future Asset! It's great to witness the wave of positivity surrounding FA at the moment and the anticipation for what lies ahead!! #IAmAnAsset #BudgeUpDave #womweninfinance #investmentmanagement

Really interesting discussion on value creation last week!

From Assistant -to-the-Chair to CFO to CEO in 14 years. Market seems to be positive so far. Good succession planning? Context: Raymond James announced on March 19th that its current CFO, Paul Shoukry, will take over the CEO baton when Paul Reilly steps down in 2025. This reminded me of a great conversation I had with a friend on the path to becoming CEO. Who generally fits into a CEO role - CFOs vs. COOs vs. GMs? Link: https://lnkd.in/d3WrFunv Chart: 5-Day ticker performance showing impact of RayJay's announcement.

The CEO compensation paid by the largest publicly traded firms in wealth management offers a lens into company performance, leadership transitions and, of course, eye-popping numbers. Here’s a ranking of the CEO compensation of 13 of the biggest companies in the industry, with insights from Jodie Papike Sladavic of Cross-Search Advisor Placement Services. #wealthmanagement #ceopay #earnings