Transactions
Theme
Advised Sanders Morris Harris Group Inc. (SMHG) on its acquisition of a majority interest in Leonetti & Associates, Inc. Located in Buffalo Grove, a Chicago suburb, Leonetti & Associates is an independent wealth-manager with approximately $400 million under management. The transaction deepens SMHG’s penetration in the Midwest and will provide Leonetti & Associates with access to SMHG’s array of wealth management products and services.