A Gordon Rees Scully Mansukhani team, led by Partner Jonathan Boulahanis, with support from Senior Counsel Erin Brown, Associate Joseph Ranieri, and Senior Corporate Paralegal Inez Karlsson, played a key role in guiding a wealth management firm with more than $500 million in assets under management through its strategic sale to a national registered investment advisor (RIA) with more than $55 billion in assets.
This transaction marks a significant milestone for the selling firm, which has been a partner in the acquirer’s network for nearly a decade. The acquisition will allow the firm to fully integrate into the RIA, rebranding under its new name and benefiting from the RIA’s resources, advanced technology, and national reach. The sale provides substantial growth opportunities for the client, who will gain access to expanded client service platforms, talent development, and enhanced capabilities for long-term client relationships.
The deal underscores the importance of skilled legal counsel, such as GRSM’s Business Transactions team, in navigating the complexities of a sale and safeguarding the interests of all parties involved.
Visit Financial Advisor‘s website to learn more about this landmark deal.