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Transactions

Theme

Advised Bessemer Trust on the acquisition of Brundage Story & Rose’s private client and institutional equity groups, with $4.5 billion under management. Based in New York, BSR was one of the oldest firms in the private wealth management business and adds approximately 800 clients and a team of seasoned professionals to Bessemer's existing business.


Press Releases

Bessemer Trust to Acquire Brundage, Story and Rose ›
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