Announced
Completed
Financials
Tags
Acquisition
Majority
United States
Private
Domestic
Asset Managers and Custodians
asset and wealth management
Single Bidder
Friendly
financial services
Completed
Synopsis
Choreo, a company that provides investment advisory services, completed the acquisition of Cherry Bekaert Wealth Management, an asset management company, from Cherry Bekaert, a financial services provider. Financial terms were not disclosed. "This is just the start of our partnership with Cherry Bekaert. Both of our firms live at the intersection of wealth, financial, tax and estate planning. Together we believe we can do an even better job of choreographing our clients' lives. We're elated to welcome our new teammates," Larry Miles, Choreo CEO.
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