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  6. Sequoia Acquires FAM

M&A Deal Summary

Sequoia Acquires FAM

On October 31, 2024, Sequoia acquired financial services company FAM

Acquisition Highlights
  • This is Sequoia’s 1st transaction in the Financial Services sector.
  • This is Sequoia’s 1st transaction in the United States.
  • This is Sequoia’s 1st transaction in South Carolina.

M&A Deal Summary
Date 2024-10-31
Target FAM
Sector Financial Services
Buyer(s) Sequoia
Deal Type Add-on Acquisition

Target

FAM

Charleston, South Carolina, United States
FAM provides financial planning and investment management services to high-net-worth clients, multigenerational families, corporations, and foundations. FAM was founded in 2004 and is based in Charleston, South Carolina.

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Buyer(S) 1

Buyer

Sequoia

Akron, Ohio, United States
Category Company
Founded 1991
Sector Financial Services
DESCRIPTION

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.

DEAL STATS #
Overall 1 of 4
Sector: Financial Services M&A 1 of 3
Type: Add-on Acquisition M&A Deals 1 of 4
State: South Carolina M&A 1 of 1
Country: United States M&A 1 of 4
Year: 2024 M&A 1 of 1
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2025-01-29 Carlson Capital Management

Northfield, Minnesota, United States

Carlson Capital Management provides integrated wealth management services including investment, retirement, tax, estate, risk management, and philanthropic planning. Carlson Capital Management was founded in 1987 and is based in Northfield, Minnesota.

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