News and Insights
Succession in the Context of Nepotism
One of the third rails in any discussion about employee-owned investment companies and succession is the topic of nepotism. Family-owned investment...
Pensions & Investments Reports on Rosemont’s Sale of Stake in Foundry Partners
Pensions & Investments recently reported on Rosemont’s sale of its minority stake in Foundry Partners to the institutional asset management...
SWFI Announces Rosemont’s Sale of Ownership Back to Foundry
Following an announcement from Rosemont, the Sovereign Wealth Fund Institute, commonly referred to as SWFI, reported that Rosemont Partners III, LP...
ROSEMONT SELLS OWNERSHIP STAKE BACK TO FOUNDRY
Foundry Partners Becomes 100% Employee Owned Conshohocken, PA, December 6, 2021 – Rosemont, a private investor in employee-owned asset and wealth...
Brad Mook Speaks at Annual Private Wealth Management Conference
We are pleased to announce that Rosemont Investment Group Managing Director Brad Mook recently shared his wealth management mergers and acquisitions...
Succession and Ownership: Evergreen Challenges
The investment industry has long been a particularly notable hot bed of succession issues. Our industry is perhaps more dependent on the...
Crain’s Cleveland Business Reports on Rosemont’s Sale of Minority Stake in Clearstead Advisors
Crain’s Cleveland Business recently covered the news that Rosemont Investment Partners is selling its minority stake in Clearstead Advisors, a...
Chas Burkhart Speaks at NASP 32nd Annual Financial Services Conference
Starting an investment management firm today is a daunting task. Thoughtful and aligned growth capital is hard to find. Competition far and wide,...
Pensions & Investments Speaks with Rosemont on Sale of Minority Stake in Clearstead
Pensions & Investments recently spoke with Rosemont to discuss the sale of its minority stake in Clearstead, an RIA firm with approximately $28...
Citywire Discusses the Sale of Minority Equity Ownership in Clearstead with Rosemont Managing Director Brad Mook
Citywire recently sat down with Rosemont Investment Partners to discuss the sale of its minority equity ownership of Clearstead. As a...
Yahoo Finance: Rosemont Poised to Execute Final Stage of Recapitalization Investment
Following an announcement from Rosemont, Yahoo Finance reported that the firm has entered into an agreement to sell Rosemont Partners III, LP’s...
MarketWatch Reports Rosemont’s Sale of Minority Equity Interest in Clearstead
MarketWatch recently reported that Rosemont has entered a definitive agreement, pending regulatory approval, to sell its minority equity interest in...