Selected Recent Transactions
Our clients engage us for experience, judgment, and outcomes that stand up in complex transactions. The work below reflects the firms that trusted us and the results we delivered.
Boston Deal
Has been acquired by
Raymond Noel & Associates has been acquired by Twenty Four Wealth Management.
Chicago Deal
Has been acquired by
Pinnacle Wealth Management has been acquired by Maridea Wealth Management.
Manufacturing Deal
Has been acquired by
Solve Industrial Motion Group is a portfolio company of Audax Private Equity.
San Francisco Deal
Has been acquired by
Pillar Wealth Management has been acquired by The Mather Group.
Palm Beach Florida Deal
Has been acquired by
Alpha Beta Gamma Wealth Management has been acquired by Twenty Four Wealth Management.
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