Transaction Type: Mergers and Acquisitions

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

Park Sutton represents The Asset Advisory Group on its sale to Mercer Global Advisors New York, NY, October 5, 2022– Park Sutton Advisors LLC (“PSA”)

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

Park Sutton Advises $3 Billion RIA, Johnson Brunetti New York, NY, August 2, 2022– Park Sutton Advisors LLC (“PSA”) is pleased to have represented Johnson Brunetti, LLC (“Johnson Brunetti”) on

Park Sutton Advises Female-led San Antonio led RIA New York, NY, July 1, 2022– Park Sutton Advisors LLC (“PSA”) is pleased to have represented Crossvault Capital Management (“Crossvault”) on

Park Sutton Advises $600m Louisiana-Based Wealth Manager New York, NY, July 5, 2022– Park Sutton Advisors LLC (“PSA”) is pleased to have represented Burns Estate Planning

Park Sutton Represents Boston Area RIA in Transaction with Creative Planning New York, NY, June 3, 2022– Park Sutton Advisors LLC (“PSA”) is pleased to

Park Sutton Advises Boston-Based Wealth Manager New York, NY, June 2, 2022– Park Sutton Advisors LLC (“PSA”) is pleased to have represented Taylor Wealth Management Partners,

Park Sutton Represents $2.7 billion Altium on Partnership with Hightower Advisors New York, NY, April 1, 2022 – Park Sutton Advisors is pleased to have represented

Park Sutton Advises $8bn+ Chicago-Based Wealth Manager New York, NY, April 7, 2022 – Park Sutton Advisors is pleased to have represented The Mather Group,