News, Comment & Analysis results for Zeke Capital Advisors
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.