Tony Smith of Stonegate Investment Group discusses transitioning from UBS after 14 years and $4.4 billion in AUM to independence and building the business to $6 billion, including the motivations to make a change at this stage of his career and how they achieved such growth in a short time.
More than 100 continuation funds were raised between 2019 and 2021. Now, some are running into trouble amid a sluggish dealmaking environment and declining asset values.
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