News and Insights
Brad Mook to Speak at Annual Private Wealth Management Conference
We are pleased to announce that Rosemont Investment Group Managing Director Brad Mook will share his wealth management mergers and acquisitions...
Succession: The Evergreen Challenge
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...
Rosemont Sells Stake in Clearstead, Executing Final Stage of Recapitalization Investment
CONSHOHOCKEN, Pa.--(BUSINESS WIRE)--Rosemont, a private investor in employee-owned asset and wealth management firms, announces it has entered a...
The Secret Sauce of Alignment
By Brad Mook In our last post (Skin in the Game) we wrote about the importance of alignment between employees and owners, and how broad employee...
Forming Partnerships in a Pandemic
Six months into the global pandemic, with little business travel happening, it’s understandable that people in our industry are finding new ways to...
Rosemont Agrees to Sell
Interest in Litman Gregory
CONSHOHOCKEN, PA, March 9, 2021 – Rosemont, a private investor in employee-owned asset and wealth management firms, announces it has entered a...