Lido Advisors to acquire Copperwynd Financial.

Synopsis

Lido Advisors, a wealth advisory firm, agreed to acquire Copperwynd Financial, a financial planning company. Financial terms were not disclosed. "Copperwynd brings a deep dedication to clients and local communities. We're excited to unite our shared values to enhance and expand our wealth management services," Ken Stern, Lido President.

Principals

target

Copperwynd Financial

bidder

Lido Advisors

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Market Context

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Seller Team (2)

matt kempler

‎Director at Houlihan Lokey

Financial Advisor

target

Deals

n/a

Total Value

david daughtrey

Co-Founder at COPPERWYND FINANCIAL

Manager

target

Deal

n/a

Total Value

Bidder Team (2)

ken stern

President at LIDO ADVISORS

Manager

bidder

Deals

n/a

Total Value

sarah tremallo

Communications Director at JConnelly

PR Consultant

bidder

Deals

n/a

Total Value

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