Family offices

Financial services

Rockefeller Acquires Whitnell from Associated Banc-Corp

Whitnell is Rockefeller’s second family office acquisition, following the addition of Financial Clarity in 2019.

January 06, 2021

Honors

Marcia Nelson of Alberleen Family Office named to 2020 Most Influential Women in Mid-Market M&A

"I believe we need to support women and diversity from bottom up investments in companies led by diverse founders."

December 13, 2019

Private Equity

Investing for the long term: Q&A with the Stephens Group family office

"We don’t have a fixed timeframe for a sale," says the Stephens Group's Aaron Clark. "We just pursue a strategy that can add value and help businesses mature."

July 22, 2019

Private Equity

Most Influential Women Q&A: Julia Karol, Watermill Group

"We take pride in the diversity of our team."

December 19, 2018

Private Equity

Julia Karol, Watermill Group

Key responsibilities: Manages day-to-day operations and supports Watermill portfolio companies with their strategic development.

December 19, 2017

Private Equity

Family owners consider transferring biz to younger generation

“A lot of family owners who are in their mid- to late-60s and early 70s,” says Cascadia Capital’s Michael Butler, “are contemplating transferring to their children or selling.” Butler, CEO of the Seattle-based investment bank, notes generational transfer as a key trend across the middle market. However, according to Butler in a video interview with […]

December 08, 2017

Sectors

This is premium content

Family offices

Rockefeller Acquires Whitnell from Associated Banc-Corp

Marcia Nelson of Alberleen Family Office named to 2020 Most Influential Women in Mid-Market M&A

Investing for the long term: Q&A with the Stephens Group family office

Most Influential Women Q&A: Julia Karol, Watermill Group

Julia Karol, Watermill Group

Family owners consider transferring biz to younger generation

Login to your account

Family offices

Rockefeller Acquires Whitnell from Associated Banc-Corp

Marcia Nelson of Alberleen Family Office named to 2020 Most Influential Women in Mid-Market M&A

Investing for the long term: Q&A with the Stephens Group family office

Most Influential Women Q&A: Julia Karol, Watermill Group

Julia Karol, Watermill Group

Family owners consider transferring biz to younger generation

Join our Membership