Announced
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.
Show Details & Financials
Sort
Search a database of more than 250,000 verified dealmakers
Receive automated updates on global transactions
Follow the activity, relationships and transactions of top dealmakers
© COPYRIGHT 2024 MERGERLINKS LIMITED.
ALL RIGHTS RESERVED.
15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.