Transaction Type: Mergers and Acquisitions

Wealthstreet – Beacon Pointe

New York, NY, April 1, 2021 – Park Sutton Advisors, LLC (“PSA”) is pleased to have represented Wealthstreet Investment Advisors (“Wealthstreet”) on its acquisition by

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Epstein-Mercer

New York, NY, March 11, 2021 –  Park Sutton Advisors, LLC (“Park Sutton Advisors”) is pleased to have represented Epstein & White Financial, LLC (“EWF”) on

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REBY-WEG

New York, NY, January 19, 2021 –  Park Sutton Advisors, LLC (“Park Sutton Advisors”) is pleased to have represented Reby Advisors, LLC (“Reby”) on its announced

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Modera-TRIA

New York, NY, January 15, 2021 – Park Sutton Advisors, LLC (“Park Sutton Advisors”) is pleased to have represented Modera Wealth Management, LLC (“Modera”) on its minority

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Atlanta-Mercer

New York, NY, February 3rd, 2021 –  Park Sutton Advisors, LLC (“Park Sutton Advisors”) is pleased to have represented Atlanta Financial Associates, LLC (“AFA”) on its

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