Announced
Financials
Tags
Single Bidder
Private
Acquisition
Majority
Friendly
United States
Pending
Joint Venture
Domestic
wealth management
Asset Managers and Custodians
Synopsis
NorthRock Partners, a full-service financial and lifestyle advisory firm, and Sammons Financial Group, a leading financial services company, to form a joint venture aimed at enhancing and expanding the innovative client-centric approach. Financial terms were not disclosed. "We built NorthRock on a steadfast commitment to put our clients first and deliver a personalized experience that extends beyond their financial goals to help them live their best life. Our future with Sammons Financial Group allows us to both accelerate our growth and do so with excellence to bring our Personal Office to more clients in more markets. Sammons Financial Group shares our vision of the future and are innovative partners in our journey to transform the wealth management and advice industry,” Rob Nelson, NorthRock Partners CEO.
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