Announced
Financials
Tags
United States
Acquisition
Domestic
Friendly
wealth management
Asset Managers and Custodians
Majority
Private
Pending
Single Bidder
Synopsis
Sequoia Financial, a wealth manager, agreed to acquire M Capital Advisors, an investment management firm. Financial terms were not disclosed. "M Capital has demonstrated its investment acumen on behalf of clients for decades, and its exceptional investment management capabilities will further strengthen ours. The leadership team at M Capital shares our commitment to providing service offerings that are built expressly for clients, and we look forward to doing just that as we join forces," Tom Haught, Sequoia Founder and CEO.
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