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Announced

Completed

Choreo completed the acquisition of Cherry Bekaert Wealth Management from Cherry Bekaert.

Financials

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Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

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Acquisition

Majority

United States

Private

Domestic

Asset Managers and Custodians

asset and wealth management

Single Bidder

Friendly

financial services

Completed

Synopsis

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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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