Announced
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Synopsis
TA Associates-backed Fairstone, a company that engages in offering financial advisory and wealth management services, completed the acquisition of Chartermarque, a financial advisory firm. Financial terms were not disclosed. “Continuing to meet our clients’ needs in a rapidly changing environment has been at the forefront of our decision to become part of Fairstone. The desire to continue to provide independent advice was particularly important and Fairstone’s financial strength allows further investment in people and infrastructure – all for the ultimate benefit of our valued clients. Fairstone provide the financial strength and stability that a smaller firm like ours will benefit from together with providing the technology that is vital in today’s marketplace," Scott Morton, Chartermarque Principal.
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