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Transactions

Theme

Advised Fairport Asset Management, LLC on its sale of a majority stake to WealthTrust, LLC. Located in Cleveland, Fairport manages $1 billion in high net worth client assets making it one of the largest independent wealth managers in Northeastern Ohio. The transaction facilitates Fairport's succession planning thereby allowing the firm to continue to serve its clients without disruption.


Press Releases

WealthTrust LLC to Obtain Stake in Fairport Asset Management ›
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