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SEQUOIA FINANCIAL GROUP

Summary

Sequoia Financial offers wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, and family wealth services.

Deals Overview

Total Deals5

Valued Deals1

Total Value£ 177 M

Avg. Deal Size£ 177 M

Market Context

Senior Management

Tom Haught
Founder and CEO

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20 Apr 2021|United States|Asset Managers and Custodians

Target: WEALTHSTONE ADVISORS

Bidder: KUDU INVESTMENT MANAGEMENT LLC

3 Service Providers

1 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

19 Oct 2022|United States|Asset Managers and Custodians

Target: SEQUOIA FINANCIAL GROUP

Bidder: VALEAS CAPITAL PARTNERS

8 Service Providers

6 Target | 2 Bidder

12 Dealmakers

7 Target | 5 Bidder

£ 176 M

Value

19 Jul 2023|United States|Asset Managers and Custodians

Target: CIRRUS WEALTH MANAGEMENT

Bidder: SEQUOIA FINANCIAL GROUP

4 Service Providers

2 Target | 2 Bidder

3 Dealmakers

2 Target | 1 Bidder

n/a

Value

14 Aug 2023|United States|Asset Managers and Custodians

Target: AFFINIA FINANCIAL GROUP

Bidder: SEQUOIA FINANCIAL GROUP

5 Service Providers

3 Target | 2 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

20 Oct 2023|United States|Asset Managers and Custodians

Target: M CAPITAL ADVISORS

Bidder: SEQUOIA FINANCIAL GROUP

4 Service Providers

2 Target | 2 Bidder

3 Dealmakers

2 Target | 1 Bidder

n/a

Value

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