M&A Deal Summary |
|
|---|---|
| Date | 2025-12-02 |
| Target | Sterling Financial |
| Sector | Financial Services |
| Buyer(s) | Sequoia |
| Deal Type | Add-on Acquisition |
| Advisor(s) | DeVoe & Company (Financial) Shustak Reynolds & Partners P.C. (Legal) |
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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 | 4 of 4 |
| Sector: Financial Services M&A | 3 of 3 |
| Type: Add-on Acquisition M&A Deals | 4 of 4 |
| State: California M&A | 1 of 1 |
| Country: United States M&A | 4 of 4 |
| Year: 2025 M&A | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-08-20 |
Martin Worley Group
Cottonwood Heights, Utah, United States Martin Worley Group (MWG) provides personalized investment advisory services to individuals, multi-generational families, entrepreneurs, foundations and trusts. Martin Worley Group was established in 2008 and is based in Cottonwood Heights, Utah. |
Buy | - |
