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In the News

Dynasty IPO seen as ‘more permanent solution’ for access to capital

Posted by Louis Diamond

January 21, 2022
Louis Diamond Quoted
By Janice Kirkel

Analysts say the decision by Dynasty Financial Partners, the St. Petersburg, Florida-based RIA and turnkey asset management platform with $65 billion in client assets, to launch a $100 million IPO is what would be expected from a firm that has undergone measured rather than explosive growth with managers who have significant experience in the public markets.

And an IPO provides “a more permanent capital solution rather than private equity, which is less patient,” said industry recruiter Lou Diamond of Diamond Consultants in Morristown, New Jersey. “It’s just more capital for Dynasty to deploy since their main business is helping wirehouse advisors break away.”

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About Louis Diamond

President – Someone who “looks at every angle from a strategic perspective.” Sophisticated advisors and business owners alike learn quickly that they’ve found the right person in Louis when seeking counsel and clarity on growth, career management and the ever-changing industry landscape. Learn more...

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