by admin | May 12, 2020 | RIA M&A Case Studies, Thought Leadership
By Steven Levitt and Annie Tronoski, Park Sutton Advisors, LLCMergers and acquisitions can be exciting for buyers and sellers alike, but discussions are complex and need to be handled thoughtfully and carefully. There are a series of mistakes that occur frequently in...
by admin | Aug 27, 2019 | RIA M&A Case Studies
Park Sutton Advisors Announces 10th Transaction of 2019: Represents South Texas Money Management on Merger with CAPTRUST August 27, 2019 – Park Sutton Advisors, LLC (“Park Sutton Advisors”) is pleased to have represented South Texas Money Management LTD...
by admin | Jul 9, 2019 | RIA M&A Case Studies
Park Sutton Advisors represents Peapack-Gladstone Bank on its acquisition of Point View Wealth Management July 9, 2019 – Park Sutton Advisors, LLC (“Park Sutton Advisors”) is pleased to have served as financial advisor to Peapack-Gladstone Financial...
by admin | Jun 27, 2019 | RIA M&A Case Studies
Park Sutton Advisors Represents Hillview Capital Advisors on Merger with RegentAtlantic June 27, 2019 – Park Sutton Advisors, LLC (“Park Sutton Advisors”) is pleased to have represented Hillview Capital Advisors (“Hillview”), a New York City-based wealth management...
by admin | Apr 18, 2019 | RIA M&A Case Studies
Park Sutton Advisors Represents Miami based Singer Xenos Schecter Sosler in sale to Mariner Wealth Advisors New York, NY – April 18, 2019 – Park Sutton Advisors, LLC (“Park Sutton Advisors”) is pleased to have represented Singer Xenos Schechter Sosler (“Singer...
by admin | Feb 21, 2019 | RIA M&A Case Studies
Park Sutton Advisors Represents The Mather Group on Acquisition as AUA Climbs to $7 billion New York, NY – February 21, 2019 – Park Sutton Advisors, LLC (“Park Sutton Advisors”) is pleased to have served as exclusive financial advisor to The Mather Group, LLC (TMG),...
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