Awards
PPC LOAN Named Winner At The WealthManagement.com 2022 Industry Awards
September 9, 2022 – The Woodlands, Texas: PPC LOAN named winner of the prestigious Wealthmanagement.com Industry Awards for the Investment Banks/Lenders/Succession Planning Consultants. Winners were announced at the awards ceremony at the Ziegfeld Ballroom in New York City on September 8, 2022. PPC LOAN was selected as one of two finalists for the category, based…
Featured Panelist at 2022 DeVoe M&A+ Succession Summit
August 10, 2022 – The Woodlands, Texas: PPC LOAN is proud to sponsor and serve as an expert at the annual DeVoe M&A+ Succession Summit. The two-day interactive meeting takes place September 21-22, 2022, in Chicago, Illinois and brings together the top players and experts in RIA M&A and successions. Managing Director of PPC LOAN,…
Ask the Expert at Deals and Dealmakers Summit
August 8, 2022 – The Woodlands, Texas: PPC LOAN is proud to serve as a sponsor and featured expert for the 10th annual Deals and Dealmakers Summit. The event, hosted by Echelon Partners, takes place in San Diego California, August 31st – September 1st, 2022. Dustin Mangone, Managing Director of PPC LOAN, will serve on…
RIA lenders make case for successions over sales in DeVoe conf. panel
Dustin Mangone, Managing Director of PPC LOAN, among the panelists quoted in this article from Citywire RIA. Mangone was one of three lenders providing insights and examples on how to execute affordable internal successions that benefit the founder, successors, and clients. The panel was part of Devoe & Co’s 2022 Elevate Conference in Las Vegas.…
PPC LOAN Named A Finalist For The WealthManagement.com 2022 Industry Awards
June 1, 2022 – The Woodlands, Texas: PPC LOAN named finalist in the prestigious Wealthmanagement.com Industry Awards for its initiative, “Creating a Path to Ownership for Nextgen Advisors Through Affordable Financing and Education.” Since its inception, hundreds of advisors have taken advantage of the educational resources while the number of loans for equity purchases among…
PPC LOAN Named A Finalist For The ThinkAdvisor Luminaries Class of 2022
June 16, 2022 – The Woodlands, Texas: PPC LOAN named a finalist for the second annual ThinkAdvisor Luminaries, an award that is shining a spotlight on how individuals and firms are changing the investment advisory industry where it matters most. PPC LOAN was named a finalist in the Thought Leadership & Education Firms category based…
PPC LOAN Is A Featured Panelist And Proud Sponsor of Excell 2022
June 22, 2022 – The Woodlands, Texas: PPC LOAN is excited to sponsor and serve as a panelist for the session, “Internal Successions & G2 Financing,” at Excell 2022, a conference hosted by Carson Group that attracts financial advisors and other industry leaders who are successful, driven, and crave innovation and inspiration. The three-day event…