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| Milton Berlinski |
Gladstone Place Partners represents Reverence Capital Partners as its Advisor Group investment completes the acquisition of Ladenburg Thalmann Financial Services of Miami.
Phoenix-based AG is the nation's largest network of independent wealth managers. The closing of the LTFS deal augments its 11,300 financial advisors and $450B in client assets under management.
Milton Berlinski, RCP co-founder & managing partner, said the AG/LTFF combination creates "one of the most robust platforms in the wealth management industry."
LTFS' five independent advisory and brokerage firms will retain their identities to reflect AG's commitment to a multi-brand network model.
Gladstone founder Steve Lipin and senior VP Michael Flaherty represent RCP.
LTFS is using Sard Verbinnen & Co. staffers Jared Levy, Emily Claffey and Benjamin Spicehandler.
Kekst CNC represents Public Storage as it acquires National Storage Affiliates, which uses Joele Frank for media work, to create the world’s largest self-storage owner & operator.
Prosek Partners handles New York’s Tilray Brands, craft beer & cannabis operation, as it acquires BrewDog, a leading British independent beer producer in the UK, for $45M.
Brunswick Group handles Zurich Insurance as it agrees to buy UK-based Beazley specialty insurer in a deal valued at $11B.
FGS Global represents Brink’s as it agrees to acquire NCR Atleos, which relies on Collected Strategies, in a $6.6B cash & stock deal to create a leading fintech infrastructure company. (Updated)
A January article in O’Dwyer’s proposes that in 2026, the strongest financial brands will not simply tell compelling stories—they will “signal readiness.”
