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New Deal


Announced

Completed

Lido Advisors merged with Maryland-based Coliseum Wealth Management.

Financials

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Capital Bid For100%
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Merger

financial advisory services

Private

United States

Diversified Financials

Completed

Synopsis

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Lido Advisors, a full service, independent, registered investment advisory firm, merged with Maryland-based Coliseum Wealth Management, an independent financial advisory firm. Financial terms were not disclosed. Brad Hixson, Executive Vice President, Lido Advisors said, “We are eagerly looking forward to working with Scott and Jordenne to enhance Lido’s presence in the Mid-Atlantic Region. We consider this a major geographic expansion and are partnering with the best talent in the area. Scott’s commitment to client service and Jordenne’s operational excellence are the perfect fit for the Lido brand and client experience.”

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