Transactions
Theme
Advised Lakepoint Investment Partners on its sale to Northern Trust Bank, a leading provider of wealth management solutions. Lakepoint Investment Partners, based in Cleveland, Ohio, provides money management to individuals, corporations, ERISA, trust, and foundations and endowments. Lakepoint currently manages over $580 million in clients assets. The transaction will provide Lakepoint's clients with a broader array of investment products and wealth management solutions.