Announced
Financials
Tags
Merger
Friendly
Private
Pending
Asset Managers and Custodians
Private Equity
Single Bidder
United States
Acquisition
investment management
Domestic
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.
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