Transactions Archive

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Gamble Jones Investment Counsel merges with Cerity Partners
Announcement of Colorado Financial Management selling to Lido Advisors, dated January 2023. Featured logos for both companies, with emphasis on sell-side engagement.
Bernhardt WM sells to Modera WM
Announcement of Sadoff Investment Management LLC's sale to Wealth Enhancement Group, dated September 2022.
Sadoff Investment Management sells to Wealth Enhancement Group
Medallion Wealth sells to AssuredPartners
Thompson WM sells to Lexington WM, a Hightower firm
Walnut Creek WM sells to Wealth Enhancement Group
MRA Associates sells to CAPTRUST
Bedell Frazier Investment Counseling sells to Bluespring
Worldview Wealth Advisors sells to Cerity Partners
ClearRock sells to Mercer Global Advisors
Martin Financial Group sells to Mariner Wealth Advisors
Millie Capital Management sells to EP Wealth Advisors
Strategic Financial Services commences management buyout
Strategic Partners Investment Advisors merges with Wasmer, Schroeder & Co.
EP Wealth Advisors sells minority interest to Wealth Partners Capital Group
Midwest Investment Management sells to Carnegie Investment Counsel
Private Capital Management Associates sells to EP Wealth Advisors
Sargent Bickham Lagudis merges with Colorado Financial Management
EP Wealth Advisors acquires Ballou Plum Wealth Advisors
CAPTRUST acquires Parker Carlson & Johnson Investment Management
Ensemble Capital Management finalizes management buyout
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