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Transactions

Theme

Advised Sanders Morris Harris Group Inc. (SMHG) on its acquisition of a majority interest in Leonetti & Associates, Inc. Located in Buffalo Grove, a Chicago suburb, Leonetti & Associates is an independent wealth-manager with approximately $400 million under management. The transaction deepens SMHG’s penetration in the Midwest and will provide Leonetti & Associates with access to SMHG’s array of wealth management products and services.


Press Releases

Sanders Morris Harris Group Expands Asset/Wealth Management Business with Purchase of 50% Interest in Wealth Manager Leonetti & Associates ›
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