CityWire, a premier wealth management-focused publication, announced Rosemont’s strategic partnership with Landmark Management. Rosemont’s 40% stake in Landmark supports long-term succession planning and ensures the continued independence and growth potential of the firm. It emphasizes the value of our partnership in guiding Landmark and its esteemed clients through generational transitions, solidifying their position as a trusted advisor to ultra-high net worth families.
“What we do as minority investors is we come in and we’ll give you a more commercial price for a piece of the equity,” Brad Mook, managing director at Rosemont, explains to the publication. “You continue to transition internally at a bit more of an internal multiple, and we can be a supportive outside partner, but we’re not looking to run the business.”
Throughout the article, Citywire reaffirms the importance of our partnership with an exceptional, employee-owned advisory firm. It underscores our expertise and experience in providing capital and employee-driven ownership solutions to foster long-term success.