Comparing Regional Deals
$500M producer, 20 plus years, what are the going rates for regionals...
Stifel-
Oppenheimer-
Morgan Keag.
Ray Jay-
Also, any bogeys to start a new branch for the above... Thanks in advance !What platform are you looking at for RJ? That will make a difference.
RJ, I wanted to compare the full service or regional model.
Not the indy side maybe is a clearer way of saying it.....Mk is owned by RF which is a POS. I would be a little worried about that one.
RJ & A (the traditional branch office set up) has been a good fit for our group of AGE refugees. Expect 60% t12 ±, depending our your individual situation. If you’re doing 500, you’ll probably need to either join an existing branch or bring someone with you. They’re going to need at least 1.5 ± t12 to set up a new branch, in our experience. Good support, entreprenuerial environment, good tech platform and great stability and name recognition, at least in the southeast.
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