Nothing but negotiation

The Gap Partnership

United Capital seals business negotiations with Peak Capital

United capital is set to take over Peak Capital after an acquisition deal was agreed.

03 November 2011

United Capital Financial Advisers has announced it is to acquire Peak Capital Investment Services.

The latter firm currently has $600 million (£375 million) in assets and it is part of the former's plan to build a national wealth advisory organisation.

Negotiation strategies may have been particularly tricky as Joe Duran, chief executive officer of United Capital, told Investment News that his company is "highly selective" when it comes to choosing who to work with.

He added the movement made by Peak Capital in the defined contribution space was impressive and one of the reasons the acquisition was an attractive proposition.

Peak Captial's senior vice-presidents Brandon Ross and Jonathan Blumenthal and chief investment officer Tim Harder will all join United Capital as part of the arrangement.

At present, United Capital has $10 billion under administration of client assets at 23 offices in the US, including sites in San Diego, San Francisco and Denver.

Posted by David Gleck

Source: Reuters, Investment News, November 2nd

Gap News

March 2014

The Negotiation Roadshow 2014

Generating value through creative negotiation

Read more

July 2013

Trading Global: Negotiating in the Far East

The Gap Partnership are hosting a complimentary Lunch & Learn seminar in association with UK Trade & Investment

Read more

April 2013

GroceryAid Negotiation Event Raises £26,550

The Gap Partnership, in conjunction with Asda, SC Johnson and Waitrose, host one-day negotiation workshop

Read more

February 2013

Trading Global - Negotiating in the Far East

What is the impact of cultural differences on your negotiations?

Read more

December 2012

The Gap Partnership Release New Negotiation Video

The Nothing but Negotiation video series continues with collaborative negotiation

Read more