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David Ferguson: Private equity’s financial advice reckoning is coming

Reported by Moneymarketing
Oct 29, 2026· 2 min read
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Key Takeaways
  • • The source article, David Ferguson's Money Marketing column titled "Private equity's financial advice reckoning is coming," could not be retrieved, so the available evidence is limited to headlines and snippets.
  • • Ferguson is co-founder and managing partner of GreyLion, a firm that spun out from Perella Weinberg with Chip Baird as co-managing partner, according to publisher context.
  • • Ferguson's profile describes over 30 years in private equity and a CPA background, which the publisher context and web profile both reference.
  • • Related industry coverage in the cluster points to growing private equity investment in the accounting and advisory profession, but none of these items confirm the column's specific arguments.
Summary
A column by David Ferguson in Money Marketing, headlined "Private equity's financial advice reckoning is coming," is the subject of this story. The full text was not accessible, so the specific claims, figures and examples in the piece cannot be confirmed from the available material. The headline suggests a critical view of private equity's growing role in financial advice, a theme that the surrounding coverage also touches on.

Ferguson is co-founder and managing partner at GreyLion. Publisher context states that GreyLion spun out from Perella Weinberg, with Chip Baird and Ferguson continuing to lead the new firm as managing partners. Ferguson is described as having more than 30 years of private equity experience and holds a Certified Public Accountant credential, according to a web profile. He is based in Edwards, Colorado.

Adjacent coverage in the source cluster refers to private equity investment in the accounting profession, with one item citing more than $10 billion invested into the CPA profession over four years. These references are not confirmed as the subject of Ferguson's column and should be treated as context only. Readers seeking the argument itself should consult the original Money Marketing article directly.

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Sources

1 outlet

AlphaMaven summarised this story from the reporting below. Each link opens the original article.

Moneymarketing David Ferguson: Private equity’s financial advice reckoning is coming