Transaction Type: Mergers and Acquisitions

Telarray and Creative Planning

Park Sutton Advises a $1 Billion Memphis-Based RIA New York, NY, March 8, 2023 – Park Sutton Advisors, a Waller Helms Company (“Park Sutton Advisors”) is pleased to

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Monroe Vos // CAPTRUST

Park Sutton advises Monroe Vos Consulting, a $5.8 Billion Institutional RIA New York, NY, March 10, 2023 – Park Sutton Advisors, a Waller Helms Company

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Walker Wealth and Mariner

Park Sutton advises Walker Wealth in Seventh California RIA Deal New York, NY, February 21, 2023 – Park Sutton Advisors, a Waller Helms Company (“Park Sutton Advisors”) is

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BTR and WEG

Park Sutton advises $1.1 billion BTR in Fifth California Deal New York, NY, November 17, 2022 – Park Sutton Advisors, a Waller Helms Company (“PSA”), is

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KB Financial and OneDigital

Park Sutton Advisors Represents $1 billion Wealth Manager in Princeton, NJ New York, NY, September 27, 2022– Park Sutton Advisors LLC (“PSA”) is pleased to have represented KB

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