MergerLinks Header Logo

Announced

Kudu Investment-backed Sequoia Financial Group to merge with Wealthstone Advisors.

Synopsis

Kudu Investment-backed Sequoia Financial Group, a financial planning and wealth management services provider, agreed to merge with Wealthstone Advisors, a $1.4bn Columbus, Ohio-based advisory firm. Financial terms were not disclosed. "We have long admired Wealthstone as a client-focused firm with a similar culture and passion for providing excellent and comprehensive financial advisory, wealth management and consulting services," Thomas Haught, Sequoia President and CEO.

Show Details & Financials

Market Context

© COPYRIGHT 2024 MERGERLINKS LIMITED.

ALL RIGHTS RESERVED.

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.

CONTACT US