Transactions
Theme
Advised Mead, Adam & Co. on its sale to Johnson Investment Counsel, Ohio’s largest independent wealth management firm. Mead, Adam & Co., headquartered in Dayton, Ohio, manages balanced portfolios on a discretionary basis for individuals, trusts, pension and profit sharing plans, charitable organizations, foundations, endowments and corporations. Mead, Adam & Co. currently manages $350 million in clients assets. The transaction will provide Mead Adam & Co.'s clients with a broader array of investment products and wealth management solutions.