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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

Johnson Brunetti and Alera Group

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

Read More »
var _userway_config = { // uncomment the following line to override default position // position: '5', // uncomment the following line to override default size (values: small, large) // size: 'small', // uncomment the following line to override default language (e.g., fr, de, es, he, nl, etc.) // language: null, // uncomment the following line to override color set via widget // color: 'null', // uncomment the following line to override type set via widget(1=man, 2=chair, 3=eye) // type: 'null', account: '8XMSr5xtF3' };