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Unseen factors drove the BAM, Loring Ward $50B merger; 18-month warming, light Focus Financial touch, led to reverse merger in spirit and birth, CEOs reveal in exclusive interviews

Buckingham CEO Adam Birenbaum desperately needed a TAMP CEO; Loring CEO Alex Potts needed a succession system for his TAMP clients

Author Brooke Southall October 12, 2018 at 6:12 PM
1 Comment
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[Adam Birenbaum and] (r.) Alex Potts: We're not DFA. We happen to use a lot of their solution.

Loring Ward

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Adam Birenbaum

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Alex Potts


Stuart

Stuart

October 14, 2018 — 6:55 PM
Looks like a slam dunk

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See more related moves

Mentioned in this article:

Focus Financial Partners, LLC
Consolidator/Roll-up Firm
Top Executive: Rudy Adolf

Buckingham Strategic Partners
TAMP, Asset Manager for RIAs
Top Executive: Alex Potts



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