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 1
Sector (Financial Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (South Carolina) 1 of 1
Country (United States) 1 of 1
Year (2024) 1 of 1
Mergr

Product

Company

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