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Brent Brodeski
Co-founder and CEO of Savant Capital, a large independent RIA overseeing multi‑billion in AUM; experienced in firm growth, recapitalization, and aligning capital and governance to scale advisory businesses.
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May 7, 2019
• 1h 51min
Ep 123: Buying Out A Retiring Founder & Funding Future Growth By Recapitalizing With Well-Aligned Patient Capital with Brent Brodeski
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Brent Brodeski, CEO of Savant Capital, leads a firm boasting over $6 billion in assets under management. He discusses Savant's organic growth strategies and the complexities of buying out a retiring co-founder. Brent reveals how they navigated recapitalization, focusing on patient capital from family offices rather than traditional buyers, which often misalign with long-term goals. He also shares insights into employee ownership models, the importance of a high-quality board, and Savant's ambitious plan to 10x its growth through targeted M&A and organic expansion.
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