Private Equity Deals with Capital Allocators Rockefeller Capital Management – Greg Fleming (Rockefeller Capital Management), (S3.EP.02)
6 snips
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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Building Rockefeller Capital Management
02:16 • 25min
The Development of the Strategic Advisory Component
27:33 • 13min
Growth and Scale of Rockefeller Capital Management
40:25 • 5min
Negotiating a Deal with Demerays Investors
45:28 • 2min
Capital Spending, Acquisitions, and Long-Term Goals
47:09 • 3min
Building for Endurance and the Role of Private Equity
50:04 • 4min