CAPTRUST completed the acquisition of Lakeside Wealth Management.

CAPTRUST Financial Advisors, an independent registered investment advisor, completed the acquisition of Lakeside Wealth Management, a provider of retirement plan design, investment management, and participant education. Financial terms were not disclosed. "During our diligence process, it occurred to us that because of our business mix, ensemble structure, and culture, we may have been looking for a unicorn. Then CAPTRUST came along. By aligning ourselves with CAPTRUST, we are confident that our clients will benefit greatly from the added resources of a national firm, and we are excited about continuing to grow as part of the CAPTRUST brand," Mark W. Chamberlain, Lakeside Chief Executive Officer.