Coastal Group

Growth Resources Attract Family Practice with $165 Million in Assets to Ameriprise Financial

Retrieved on: 
Wednesday, June 22, 2022
Professional Services, Other Professional Services, Consumer, Women, Seniors, Finance, Asset Management, Widow, CFP, Female, Coastal Group, Divorce, Insurance, LLC, Growth, Family, RBC Capital Markets, Certification, Multimedia, NYSE, Financial adviser, Financial services, Ameriprise Financial

The Coastal Group joined Ameriprise Financial.

Key Points: 
  • The Coastal Group joined Ameriprise Financial.
  • As they considered where to move their practice, the advisors decided the growth resources offered by Ameriprise notably the firms financial planning platform and coaching programs would best help them increase their revenue in the coming years.
  • Their average client has $1-10 million in investable assets and is interested in building a legacy through wealth to leave their family.
  • At Ameriprise Financial , we have been helping people feel confident about their financial future for more than 125 years.

Blackford Capital Hires Ken Wagner as Chief Financial Officer

Retrieved on: 
Tuesday, May 31, 2022
Khilkhet Thana, Partner (business rank), Tier 1, Hope College, Financial management, Magic Circle (law firms), Richard Wagner, Efficiency, Deal, Private-equity firm, Magna International, Compliance, Electronics, Coastal Group, Coast, Blackford, Magna, CFO, Management, Accounting

Wagner will report to Blackford Managing Partner and Chief Operating Officer Paul Doyle.

Key Points: 
  • Wagner will report to Blackford Managing Partner and Chief Operating Officer Paul Doyle.
  • He joins Blackford from Coastal Group ,where he served as Chief Financial Officer with Coastal's then-CEO Paul Doyle to create nearly $80M of equity value in four years.
  • The Wagner appointment comes as part of a strategic plan for organizational change within the Blackford Capital executive leadership team.
  • "I'm delighted to join Martin and the dynamic Blackford Capital team at this time in the firm's growth cycle," said Ken Wagner.

Blackford Capital Appoints Paul I. Doyle as Managing Partner

Retrieved on: 
Tuesday, May 3, 2022
Originality, Tier 1, Blackford, University, Deal, Virginia University, Private-equity firm, OESA, Academic administration, Coast, Founder, Coastal Group, Notre Dame, Magic Circle (law firms), Book, Leadership, Marketing, Operating partner, CAGR, CEO, West Virginia University, Growth, Partner (business rank), Paul's walk, Management, Psychology

GRAND RAPIDS, Mich., May 3, 2022 /PRNewswire/ -- Blackford Capital today announced that Operating Partner Paul I. Doyle has been appointed to the position of Managing Partner at the firm effective April 18, 2022. Martin Stein will continue to lead the firm as Founder and Managing Director. Blackford is a leading private equity firm that acquires and builds founder and family-owned companies in the lower middle market with a focus on manufacturing, industrial and distribution companies.

Key Points: 
  • GRAND RAPIDS, Mich., May 3, 2022 /PRNewswire/ -- Blackford Capital today announced that Operating Partner Paul I. Doyle has been appointed to the position of Managing Partner at the firm effective April 18, 2022.
  • Mr. Doyle has been with Blackford Capital since 2014 as an Operating Partner.
  • "As our firm continues its high growth trajectory, we are delighted to add Paul to our senior leadership team as Managing Partner," said Martin Stein, CEO of Blackford Capital.
  • Founded in 2010, Blackford Capital is a private equity investment firm headquartered in Grand Rapids, Michigan.