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.

Advised Gresham Partners LLC on an investment by Asset Management Finance which was initiated by Cambridge. Gresham is a leading private wealth manager based in Chicago with over $2.7 billion in high net worth client assets under management. The investment by AMF is part of the Gresham’s plan to continue deepening firm ownership by its principals while remaining fully independent.

Retained jointly by Kochis Fitz and Quintile Wealth Management to provide valuation and financial advice in connection with the merger of these two complementary firms. The combined firm, Aspiriant, will be the largest independent wealth management firm in California, managing or advising on more than $5 billion in client assets with a team of nearly 50 professionals located in Los Angeles and San Francisco.

Advised Pacific Capital on its acquisition of R. E. Wacker Inc., a wealth advisory firm based in San Luis Obispo, California, managing in excess of $475 million in assets. This follows last year’s successful acquisition of Morton Capital by the Bank.

Advised Meeschaert Corporation on the acquisition of a minority stake and strategic alliance with The Solaris Group, a multi-family office located in New York with $1.8 billion under management. The transaction promotes technology collaboration as well as cross-selling between the two organizations. Meeschaert Corporation is a subsidiary of a third-generation independent French private bank.

Arranged a senior term loan for Lateef Investment Management in connection with recycling the equity of a retiring partner.

Advised Sentinel Asset Management on the acquisition of the Synovus Funds, with $475 million under management. The four mutual funds will be reorganized into the Sentinel Funds and the parties plan to collaborate on future product development and distribution.

Co-advised Lydian Trust Company on the sale and recapitalization of Lydian Wealth Management by City National Corporation and its subsidiary, Convergent Capital Management. Lydian Wealth Management, an ultra-affluent wealth management consultant, will operate as Convergent Wealth Advisors. The firm manages or advises on client assets totaling $7.3 billion.

Advised RegentAtlantic Capital LLC on an equity recycling and succession plan that included sale of a minority interest to Fiduciary Network LLC, a subsidiary of Emigrant Bank. RegentAtlantic, a fast-growing wealth advisory firm with over $1.5 billion under management, can now retain its independence even as founding partners retire and are monetized.

Co-advised WealthTrust on its sale to and recapitalization by private equity firm, Circle Peak Capital LLC. WealthTrust holds ownership interests in ten investment counseling affiliates that collectively manage more than $6.5 billion in assets.

Advised Churchill Financial on its acquisition of $3.5 billion CDO manager, Centre Pacific LLC. Renamed Churchill Pacific, the firm has become Churchill Financial's platform for growth in the fixed income asset management sector.

Advised Walter Scott & Partners on its sale to Mellon Financial Corporation. Walter Scott & Partners is a fast growing $27 billion manager of global and international equities, based in Edinburgh. It retains its autonomy within Mellon Asset Management and contributes to Mellon's expanding asset management business outside the United States, as well as to Mellon's product depth in non-U.S. investment strategies.