Platform affiliation · Adviser / wealth-management
Lalime & Associates advisory team
Transaction overview
Status: Reported joined
Exact closing date not established.
Pallas Capital Advisors reported that Eric Lalime and Patricia Lucas joined from Merrill Lynch, with Lalime leading its new Park Ridge office. The source supports a practice affiliation and does not establish an ownership purchase or exact closing day.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Pallas Capital Advisors Welcomes $300 Million Merrill Lynch Team and Announces Launch of New Jersey Office ↗
pallascapitaladvisors.com · Published Jun 18, 2021
Pallas Capital Advisors reported that Eric Lalime and Patricia Lucas joined from Merrill Lynch, with Lalime leading its new Park Ridge office. The source supports a practice affiliation and does not establish an ownership purchase or exact closing day.