Announced
Financials
Tags
United States
investment manager
Asset Managers and Custodians
Acquisition
Domestic
Private
Majority
Pending
Friendly
Single Bidder
Synopsis
Sequoia Financial, an SEC-registered wealth manager, agreed to acquire Cirrus Wealth Management, an independent wealth management firm. Financial terms were not disclosed. "It's reassuring to know that our team and clients will be in extremely capable hands—right in our own backyard—when we join Sequoia, a like-minded firm that has the technology and resources to support our growing business. Sequoia is working thoughtfully to build a custom transition plan and is providing growth opportunities for the Cirrus team," Joe Heider, Cirrus President.
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