Announced
Synopsis
Cary Street Partners, an independent wealth management firm, agreed to acquire Dixon, Hubard, Feinour & Brown, an investment counseling company, from Atlantic Union Bank, a bank. Financial terms are not disclosed. “We are pleased to be joining forces with this tremendous team of financial advisors who will add depth and talent to our firm. Our professionals are dedicated to operating at a higher standard by creating and maintaining a state-of-the-art technology and operations platform to support the sophisticated needs of our growing advisor base and their clients," Joseph R. Schmuckler, Cary Street Partners CEO.
Show Details & Financials
Did you work on this deal?
Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.
© COPYRIGHT 2024 MERGERLINKS LIMITED.
ALL RIGHTS RESERVED.
15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.