Kestra’s CEO says there are an increasing number of b/ds looking to sell, especially in the current environment, and his firm is interested in adding an employee channel via acquisition.
A Chicago-based private equity firm gives Captrust a shot in the arm to hunt for larger acquisitions, as well as provide liquidity to some of the firm's 380 current employee shareholders.
“We are playing a ton of golf with our clients these days since it allows us to socially distance from our clients while also spending time with them.”
