Transaction Type: Mergers and Acquisitions

New York, NY, December 10, 2021 – Park Sutton Advisors, LLC (“Park Sutton Advisors”) is pleased to have represented Cassaday & Company, Inc., (“Cassaday”) on

New York, NY, December 7, 2021 – Park Sutton Advisors, LLC (“Park Sutton Advisors”) is pleased to have represented 20/20 Financial Advisers (“20/20”) on its

New York, NY, December 8, 2021 – Park Sutton Advisors, LLC (“Park Sutton Advisors”) is pleased to have represented RINET Company, LLC (“RINET”) on its

New York, NY, January 6, 2022 – Park Sutton Advisors, LLC (“Park Sutton Advisors”) is pleased to have represented Granite Investment Advisors (“Granite”), in conjunction

New York, NY, February 23, 2022 – Park Sutton Advisors, LLC (“Park Sutton Advisors”) is pleased to have represented Investec Wealth Strategies (“Investec”) on its acquisition by

New York, NY, December 14, 2021 – Park Sutton Advisors, LLC (“Park Sutton Advisors”) is pleased to have represented Queens Oak Advisors, (“QOA”) on its

New York, NY, January 7, 2022 – Park Sutton Advisors, LLC (“Park Sutton Advisors”) is pleased to have represented Berno Financial Management (“Berno”) on its