M&A Deal Summary

Signature Estate & Investment Advisors Acquires Cedar Brook Group

On April 30, 2024, Signature Estate & Investment Advisors acquired business services company Cedar Brook Group

Acquisition Highlights
  • This is Signature Estate & Investment Advisors’ 1st transaction in the Business Services sector.
  • This is Signature Estate & Investment Advisors’ 1st transaction in the United States.
  • This is Signature Estate & Investment Advisors’ 1st transaction in Ohio.

M&A Deal Summary
Date 2024-04-30
Target Cedar Brook Group
Sector Business Services
Buyer(s) Signature Estate & Investment Advisors
Deal Type Add-on Acquisition

Target

Cedar Brook Group

Cleveland, Ohio, United States
Cedar Brook Group is an investment advisory that offers a comprehensive range of services, including financial planning, wealth management, retirement plans, employee benefits, insurance solutions, and risk assessment. Cedar Brook Group was founded in 2005 and is based in Cleveland, Ohio.

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Buyer(S) 1

Buyer

Signature Estate & Investment Advisors

Los Angeles, California, United States
Category Company
Sector Business Services
DESCRIPTION

Signature Estate & Investment Advisors is a Registered Investment Advisory Firm and wealth management platform that offers Investment Management and Financial Planning Services tailored to meet the unique needs of affluent investors and corporations. SEIA's mission is to provide clients with a partnership that complements and exceeds their long-term goals and objectives. Signature Estate & Investment Advisors is based in Los Angeles, California.

DEAL STATS #
Overall 1 of 1
Sector (Business Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (Ohio) 1 of 1
Country (United States) 1 of 1
Year (2024) 1 of 1
Mergr

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