Announced
Completed
Financials
Tags
wealth management
Private
Private Equity
United States
Asset Managers and Custodians
Acquisition
Domestic
Majority
Completed
Friendly
Single Bidder
Synopsis
Flexpoint Ford-backed Clearstead Advisors, a registered financial advisor, completed the acquisition of Wilbanks Smith and Thomas, a wealth management firm. Financial terms were not disclosed. "Strategic and prudent mergers make us a stronger firm – each brings talent and capabilities to serve clients more effectively, which is our primary focus. This is the impetus for our combination with WST, for which we have the highest hopes," Dave Fulton, Clearstead Chief Executive.
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