A Match Made in Equity

Published Monday, January 01, 2007

A 20-year rep, Chmielewski had plodded along as an affiliate of Royal Alliance Associates. He knew he could do better and, at 43, was looking for a way to build up his practice, maximize its value and eventually sell it to fund his retirement. United Capital offered a deal that appealed to Chmielewski. It would buy his practice (paying 30 percent in cash and 70 percent in United Capital stock in return for a set percentage of the practice's cash flow and a requirement that the revenues hit certain growth targets). United also agreed to guide Chmielewski through ...

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