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US in the news: Sequoia Financial Group completes M&A deal

The combined firm will be based in Akron, Ohio, and operate under the Sequoia brand.
It will offer financial planning, wealth management, asset management and business consulting services to clients and their families.
The merger is expected to close in the second quarter and financial terms were not disclosed.
Wealthstone principals Jim Wyland, Norm Cook, Brian Stertzer, and Jack Zhang will become shareholders of Sequoia.
Upon completion of the merger, Sequoia Financial Group will employ approximately 110 people and have more than $7bn (£5.02bn, €5.78bn) in assets.
Sun Life Financial
The insurance firm has agreed to acquire Pinnacle Care International, a US medical intelligence and health-care navigation provider, for $85m. ....

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Sequoia Financial to Acquire Wealthstone Advisors

Sequoia Financial’s latest acquisition increases its AUM to $7B.
Sequoia Financial Group, an Akron, Ohio–based registered investment advisor, recently announced an agreement to acquire fellow Ohio RIA Wealthstone Advisors.
Out of the six RIA acquisitions Sequoia has made in its 30-year history, Wealthstone is its largest. The Columbus, Ohio–based firm brings $1.4 billion in assets under management to Sequoia, which had $5.75 billion in AUM at the end of March and raises its aggregate client assets to more than $7 billion.
The transaction will be in cash and equity made possible by its private equity investor Kudu Investment Management. Four of Wealthstone’s shareholders have rolled their ownership into Sequoia, joining 24 others. ....

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Sequoia Financial Group surpasses $7 billion in assets with Wealthstone Advisors acquisition

Sequoia Financial Group surpasses $7 billion in assets with Wealthstone Advisors acquisition
Sequoia Financial Group surpasses $7 billion in assets with Wealthstone Advisors acquisition
Thomas Haught
Sequoia Financial Group of Akron has announced the acquisition of Wealthstone Advisors of Columbus in a deal that grows Sequoia to more than $7 billion in assets under management (AUM) and adds to its footprint a new office in central Ohio.
Financial terms of the deal, slated to close in the second quarter, were not disclosed.
Sequoia president and CEO Thomas Haught said for his firm, the merger largely is a talent play amid a competitive market for financial advisers and wealth managers. This all comes, he said, as the pandemic contributed to some increased demand for wealth management services as clients are reminded again that external shocks to the system can occur. ....

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