Transactions
Theme
Advised Stratton Holding Company Inc. on its sale to Susquehanna Bancshares, Inc. Stratton is a value equity investment advisor that manages $3 billion in assets for high net worth, mutual fund, and institutional clients. The company operates through its wholly-owned subsidiaries, Stratton Management Company and Semper Trust Company. With the completion of this transaction, Susquehanna's wealth management group will gain access to Stratton's investment expertise while Stratton will receive Susquehanna's operational support as well as new banking products for high net worth clients.