Morgan Joseph TriArtisan-A Play for Expertise
- Morgan Joseph, Tri-Artisan Merge. Rozens, Aleksandrs // Mergers & Acquisitions Report;1/10/2011, Vol. 24 Issue 2, p28
The article focuses on the merger of the banking boutique Morgan Joseph and Tri-Artisan Partners LLC.
- Morgan Joseph, TriArtisan Unveil Merger. Rozens, Aleksandrs // High Yield Report;1/10/2011, Vol. 22 Issue 2, p24
The article reports on the merger of Morgan Joseph and Tri-Artisan Partners in 2011. It states that the new entity will be named Morgan Joseph TriArtisan Group and will be headed by executive chairman John Sorte and vice chair and head of investment banking Mary Lou Malanoski. According to the...
- Morgan Joseph's merger with Tri-Artisan will extend the firm's reach within the world of financial sponsors. Rozens, Aleksandrs // Mergers & Acquisitions: The Dealermaker's Journal;Feb2011, Vol. 46 Issue 2, p18
The article informs about the merger of Morgan Joseph LLC with Tri-Artisan Partners LLC in January 2011, after the death of founder Frederick Joseph. It is stated that two firms have formed a holding company, named Morgan Joseph TriArtisan Group Inc. Views of Gerald Cromack, co-managing...
- Morgan Joseph TriArtisan--A Play for Expertise. Rozens, Aleksandrs // Leveraged Finance News;1/10/2011, Vol. 1 Issue 2, p4
The article reports on the merger of Morgan Joseph and Co. Inc. and Tri-Artisan Capital Partners LLC. It states that the new firm will be called Morgan Joseph Triartisan Group wherein they will work together as affiliates. Moreover, the holding company's executives include John Sorte as the...
- Jesup & Lamont and Tri-Artisan to Merge. Sheahan, Matthew // High Yield Report;2/15/2010, Vol. 21 Issue 7, p6
This article announces the plan of Jesus & Lamont and Tri-Artisan Capital Partners to merge to form Jesup Lamont TriArtisan, which will provide speculative-grade debt sales, trading and research along with advisory, private equity investment and other services.
- Not Just a Retail Brokerage. Hamerman, Joshua // Investment Dealers' Digest;2/26/2010, Vol. 76 Issue 8, p1
The article reports on the merger between broker-dealer Jesup & Lamont Inc. and merchant bank Tri-Artisan Capital Partners in the U.S.
- Jesup & Lamont's New Mission: Not Just a Retail Brokerage. Hamerman, Joshua // American Banker;3/1/2010, Vol. 175 Issue 31, p6
The article reports that retail brokerage firm Jesup & Lamont is merging with merchant bank Tri-Artisan Capital Partners. The merger is an attempt for Jesup & Lamont to reshape its business into a full-service investment bank, which will include merger and acquisition advisory work and...
- EX-DREXEL CHIEF TALKS CRISIS. // Investment Dealers' Digest;9/22/2008, Vol. 74 Issue 36, p21
An interview with Frederick Joseph, managing director at midmarket investment firm Morgan Joseph and Co., is presented. Joseph notes that maybe Lehman Brothers Holdings Inc. turns out buying a balance sheet instead of selling to a balance sheet. He believes that the bankruptcy is bad for the...
- Captivated. Marino, Jonathan // Mergers & Acquisitions Report;4/5/2010, Vol. 23 Issue 14, p15
This article focuses on the Volcker Rule and its implication for banks in the U.S. It notes that the rule was supposed to be end of captive private equity. It also notes that banks off of Wall Street appear to be going in the opposite direction as bulge bracket banks navigate an exit route for...