August 26, 2016

This Week's Financial Advisor Succession Planning & Acquisitions Call

For those that had to miss this week's popular Financial Advisor Succession Planning & Acquisitions research call led by Tiburon Managing Partner Chip Roame, you can access the recording on our web site. Just click the following link and enter your Tiburon client log-in credentials for automatic playback of the call.

Please email SSage@TiburonAdvisors.Com if you need your log-in credentials, or you would like to become a Tiburon client and obtain access.

Recent Tiburon Research Calls

Tiburon members have access to live research calls led bi-weekly by Tiburon Managing Partner Chip Roame. To listen to recent calls, click the link below for your topic of interest, and enter your Tiburon log-in credentials for automatic playback:

Please email SSage@TiburonAdvisors.Com if you need your log-in credentials, or you would like to become a Tiburon member and obtain access.

Tiburon CEO Summit XXX Videos

Tiburon was pleased to host over 200 C-level executives at Tiburon CEO Summit XXX this past April at the Ritz Carlton Hotel in New York, NY. Tiburon CEO Summit XXX included its popular consumers panel, keynote presentation by Managing Partner Chip Roame; one-on-one chats with Rob Arnott, Don Phillips, Jud Bergman, & Anil Arora; and roundtable & panel discussions with 40 industry-leading speakers from across the segments. Below please find links to four short summary videos, moderated by long-time attendee Frank Trotter and produced by Blu Giant:

Financial Advisor Succession Planning:

A Step-by-Step Succession Planning Process

Tiburon Strategic Advisors is pleased to highlight its research on Financial Advisor Succession Planning. The purpose of this research is to provide readers with an understanding of the key steps to financial advisor succession planning. The research starts with a key driving factors chapter addressing the importance of succession planning, the propensity to have succession plans, & the challenges surrounding succession planning. The core of this research then offers a step-by-step succession planning approach. This research compliments Tiburon's research on the Financial Advisor Sale Process, which provides a step-by-step process for selling a financial advisory business, and Financial Advisor Mergers & Acquisitions, which focuses on past transactions, and together these three topics support Tiburon's research on Financial Advisor Succession Planning & Acquistions.

FTV Capital:

A Private Equity Firm Investing at the Intersection of Financial Services & Technology

Tiburon Strategic Advisors is pleased to highlight its research on FTV Capital. FTV Capital was founded as FT Ventures by Jim Hale & Bob Huret in 1998. It is based in San Francisco, CA, has two offices, 21 employees, five venture capital funds, 249 investors, $935 million assets raised, 67 investments, & $935 million assets under management. The firm is led by its founding partners Jim Hale & Bob Huret, its managing partners Brad Bernstein & Richard Garman, & its chief operating officer David Haynes. FTV Capital's comprehensive Power Point deck includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of offices, employees, venture capital funds, investors, assets raised, investments, assets under management, portfolio companies, revenues, & net profits. Its profile includes detailed outlines of its investments in key areas. And its profile concludes with the highlights of its organizational structure & ownership.

Missed Last Week's Release?

  • Next Research Call: Financial Advisor Succession Planning & Acquisitions
  • Tiburon CEO Summit XXXI: October 10-12, 2016 in San Francisco
  • Recent Tiburon Research Calls
  • Tiburon CEO Summit XXX: Videos
  • Financial Advisor Mergers & Acquisitions
  • Envestnet
  • Missed Last Week's Release?
  • Other Research Posted Recently
  • Tiburon CEO Summit Sponsorship

Other Research Posted Recently



Tiburon Research Access Program

At the suggestion of numerous Tiburon members, Tiburon created a member service allowing unlimited access to all of its research for all of a firm's employees for an entire calendar year for only $25,000. This service has helped dozens of Tiburon members to consolidate their research needs & budgets. The Tiburon Research Access Program allows Tiburon members to utilize the Tiburon research library web page as their personal industry knowledge library across all of their employees. Tiburon's research currently includes over 1,900 topics. Tiburon's research strategy is to ultimately write and continuously refine research offerings covering every substantial financial services industry market segment (and prominent firm) so that the research can then serve as a comprehensive library of financial services data, analysis, & opinions for Tiburon members. Tiburon attempts to publish research on at least ten additional topics each week. Many are simply updates but all lead the firm closer to its goal of comprehensive research. If you are interested in accessing any of Tiburon's research, please click here to subscribe to Tiburon Research online.