Transaction Type: Mergers and Acquisitions

AJ Wealth // Cerity

Park Sutton advises AJ Wealth, a $2.5 billion multi-family office on its merger with Cerity Partners New York, NY, July 5, 2023 – Park Sutton

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ACG // Wealthspire

Park Sutton advises ACG on its sale to Wealthspire New York, NY, June 8, 2023 – Park Sutton Advisors, A Waller Helms Company (“Park Sutton

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Parsec and Modera

Park Sutton represents Parsec Financial on its merger with Modera Wealth Management New York, NY, May 1, 2023 – Park Sutton Advisors, a Waller Helms

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QA Wealth // Captrust

Park Sutton advises Big Four focused QA Wealth Management on transaction with CAPTRUST New York, NY, April 24, 2023 – Park Sutton Advisors, a Waller

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Heron // Wealthspire

Park Sutton advises Heron Wealth, a top New York RIA New York, NY, March 23, 2023 – Park Sutton Advisors, a Waller Helms Company (“Park

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Omega // Captrust

Park Sutton advises Omega Wealth Partners in 8th Texas-based Transaction New York, NY, June 1, 2023 – Park Sutton Advisors, a Waller Helms Company (“Park

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