Park Sutton Advisors is now part of Houlihan Lokey. Visit HL.com to find out more.

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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