Announced
Financials
Tags
registered investment advisor
Acquisition
Pending
Domestic
Single Bidder
United States
Merger
Majority
Friendly
Asset Managers and Custodians
Private
Synopsis
Carnegie Investment Counsel, a federally registered investment adviser, agreed to merge with Crane Asset Management, a full-service investment counseling firm. Financial terms were not disclosed. "Our firm is built to embrace the different strengths of advisors. Our advisors provide custom portfolio management centered around what is best for the client. I believe this approach enhances the client experience and keeps our team sharp. Crane Asset Management has had the same fiduciary approach with their clients at the center," Gary Wagner, Carnegie Investment Counsel Principal and COO.
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