Sequoia - M&A Summary and Business Overview

Financial ServicesCompany

Sequoia M&A Summary

Sequoia has acquired 1 company, including 1 in the last 5 years.

Sequoia has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

Sequoia Business Overview

Where is Sequoia headquartered?

Sequoia is headquartered in Akron, Ohio.

What sector is Sequoia in?

Sequoia is a financial services company.

When was Sequoia founded?

Sequoia was founded in 1991.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Sequoia

Sequoia Financial Advisors LLC

3500 Embassy Parkway Suite 100,
Akron, Ohio 44333
United States,
(330) 375-9480
www.sequoia-financial.com

Sequoia provides wealth management, asset management, and financial planning services to a range of clients from individuals to family offices. Sequoia was founded in 1991 and is based in Akron, Ohio.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # - - - - - 1 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Family Asset Management 2024-10-31 - Add-on Acquisition
Charleston, South Carolina · www.familyasset.us
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  South Carolina 1 - - -
Total 1 - - -

Company Summary

SECTOR

Financial Services

Established

1991

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