News, Comment & Analysis results for Sequoia Financial Group
Acquisition-Hungry Sequoia Financial Snaps Up Another Firm
Sequoia has made a number of M&A deals in addition to chalking up organic growth. Since 2023, it
Summary Of North American Wealth Management M&A – February 2023
A number of M&A deals were consummated or started in February. One significant deal was the private
Ohio-Based Firm Buys Multi-Family Office
The business will more than double Sequoia's assets under management in its family wealth practice.
Is RIA M&A Defying The Law Of Gravity?
Mergers and acquisition activity continues to be busy in the North America wealth industry, even as
Wealth Firms Combine To Build $7 Billion-Plus Business
The merger builds a business - based in Akron, Ohio - that holds more than $7 billion of assets and
Who’s Moving Where In Wealth Management? Sequoia, Heidrick & Struggles
The latest moves in wealth management across North America.
Sequoia Acquires Wealth Firm As M&A Trend Continues
The pattern of US wealth firms consolidating through mergers and acquisitions rolls on.
Comment & Analysis results for Sequoia Financial Group
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