Cambridge Expands Succession Planning Partnership Program

Posted on March 30th, 2015 at 1:56 PM
Cambridge Expands Succession Planning Partnership Program

From the Desk of Jim Eccleston at Eccleston Law LLC:

Cambridge Investment Research Inc., an independent broker-dealer, is expanding a current offering by a sister company, Continuity Partners Group to provide capital for succession planning and acquisitions to its affiliated advisers.

Cambridge Investment Research has seen steady growth over the past dozen years and, with $650 million in total revenues in 2014, is one of the 10 largest independent broker-dealers in the industry.

Continuity Partners Group was launched in 2010 and has 168 Cambridge Investment Research advisers in the partnership. Continuity Partners, which annually takes up to a 12% a slice of its member firm's revenues, has made $10 million in loans to its partners, primarily for succession plans staged in tranches over a number of years. Continuity Partners does not buy or own any of the equity from the firms that are partners. 

The attorneys of Eccleston Law LLC represent investors and advisers nationwide in securities and employment matters. Our attorneys draw on a combined experience of nearly 65 years in delivering the highest quality legal services.

Related Attorneys: James J. Eccleston

Tags: Cambridge Investment Research Inc, Continuity Partners Group, Eccleston Law, James Eccleston

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