Private Equity Deals with Capital Allocators cover image

Private Equity Deals with Capital Allocators

Rockefeller Capital Management – Greg Fleming (Rockefeller Capital Management), (S3.EP.02)

Sep 20, 2023
Greg Fleming, CEO of Rockefeller Capital Management, discusses the formation of Rockefeller Capital Management, tuck-in acquisitions of private wealth managers, development of strategic advisory, and recent recapitalization of RCM. They also talk about the challenges of connectivity in the strategic advisory component and the growth and scale of RCM across 45 cities. The negotiation process with Demeray investors, capital spending plans, and the role of private equity in building a successful business are also discussed.
53:35

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Rockefeller Capital Management aims to offer comprehensive advice to wealthy clients by integrating investment banking, tax planning, and generational planning.
  • Building a strong team of private advisors is crucial to the success and organic growth of Rockefeller Capital Management.

Deep dives

Importance of Middle Market Businesses

Middle market businesses in the United States, defined as those generating revenue between $25 million and $1 billion, play a crucial role in the economy and private equity industry. These businesses, numbering around 200,000, employ 50 million people and account for two-thirds of total US private equity deal value.

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