Resources

 

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Newsletters

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2016

April
Get Acquired or Get Fired
Its A Bigger Buyer’s Market
Join Multiple Teams

February
Big T-12’s And Gigantic Deals Are a Perfect Storm
Shorten Your Deal
The Big 3 In Exiting Properly

2015

December
Asset Hungry Firms Paying “Whatever it Takes”
80/20 Negotiation
Can’t Get Rich on Income

October
Huge Deals Contain Loopholes
Fire Some Clients
Exit Traditional Partnerships

August
Say Goodbye to Your Deferred
Magically Reduce Your Assets
Move Income Into Capital Gains

June
Control Your Fate
Reduce Cash Length
It’s Ok to Break Up the Band

April
Deals Inch Toward Record Levels
Platform Size Matters
Train Junior Partners to Take Over

February
Nickel and Diming Tests Loyalty
Be Prepared to Walk Away
Forget Retirement: Work for Residual-Development

2014

December
Street Values Falling
Exclude Large Accounts in Negotiations
Shake Up Your Team Splits

October
Insist on Syndicate
Get Paid on Future T-12
Open Up Partnerships

August
Firms Retaining Brokers With Big Packages
Accelerate Deferred
Position Your Book for Independence

June
Protect Your Business
Verbally Commit
Acquire Practices Within Your Own Firm

April
Advisors Using Deferred to Skyrocket Deals
Get More Support
Hire a Junior Partner Who Can Hunt

February
Know Your Firm’s Next Ploy
Two Bids are Better Than One
Prepare Your Book for Unexpected Exit

2013

December
Payout Trending Down
Timing is Everything
Load Up On Restricted Assets

October
Boutiques Reemerging
Get Paid on Restricted
Quit Your Team, Then Move

August
Move Before You’re Fired
Real Deferred Adds Real Money
Moving Firms is a Military Operation

June
Reevaluate Your Partnership
Negotiate Your Exit From the Industry
Hang a Shingle

April
A Note From Our Founder: A special perspective from Norman H. Gershman on the state of Wall Street
Negotiate With Decision Makers
Create a Dream Team

February
Get Paid to Stay
Don’t Ask for the Money
FINRA Bearing Down on Deals

2012

December
Know When to Go
Negotiate a Second Office
Hire an International Partner

October
Why Firms Pay So Much For You
Lawyers Who Pre-Negotiate
Fire Yourself

August
Don’t Go Down With Your Firm
Set Boundaries Before You Meet
Start an Offshoot

June
What are You Waiting For?
Get Paid Retail for Institutional Business
What Happened to Legg Mason?

April
What Would You Pay for Your Business?
Got Dealflow?
What Really Happened to Salomon?

February
Negotiate an Outsized Package
The Sound of Silence
The Rise and Demise of “Mighty Bear”

2011
October
Cooking up 350% Deals
Verbal Offers Still Matter
Remember: Alex Brown’s Costly Merger

August
Keep Clients in Portable Assets
Get Deferred Comp in Cash
Remember: The Crazy Ride of H&Q

June
Keep Your Retention Bonus When You Move
Negotiate for Dealflow
Focus on: Why Robbie Failed

April
Get Paid to Go Independent
Who’s Paying What
Drexel’s Junk a Repeated Obsession

February
Boutiques Make a Comeback
New Fiduciary Standard a Huge Undertaking
Give Your Business Away
Deals are Displacement Allowances

White Papers

Click on the links below to immediately download these white papers.

Bring Religion to Work

Manage Your Firm’s Reputation

Bring Your Children Into the Business