New owner to acquire Carlson Capital Management, including Rochester office
An Ohio financial firm with $22.6 billion under management is buying Northfield-based Carlson Capital Management, including its Rochester office. Sequoia Financial Group and Carlson Capital recently ...
Finance & Commerce9d
Sequoia to acquire Carlson Capital Management
Sequoia Financial is acquiring Carlson Capital, adding $3.8B in assets and expanding its national presence with four ...
Sequoia Financial Group to Acquire Carlson Capital Management, $3.8 Billion Wealth Manager
Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of Dec. 31, 2024, and Carlson Capital Management, LLC (CCM), a ...
Pensions&Investments9d
Sequoia Financial acquires Carlson Capital
Sequoia Financial Group agreed to acquire Carlson Capital Management in a deal expected to close March 31. Financial terms of ...
Crain's Cleveland Business9d
Sequoia Financial expands in Minnesota with acquisition of Carlson Capital
Akron-based Sequoia Financial Group said it's rolling up Carlson Capital Management of Northfield, Minnesota, for the serial ...
InvestmentNews9d
Sequoia secures first stake in Minnesota with $3.8B Carlson Capital Management
The acquisition, which represents its largest by number of employees, further enhances the $22.6 billion RIA giant's tax ...
Morningstar9d
Sequoia Financial Group to Acquire Carlson Capital Management, $3.8 Billion Wealth Manager
LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of Dec. 31, 2024, and Carlson Capital Management, LLC (CCM), a Northfield, Minnesota ...
PE Hub10d
PE-backed Sequoia Financial to acquire investment advisor Carlson Capital Management
2024 Sequoia Financial Group, which is backed by Kudu Investment Management and Valeas Capital Partners, has agreed to acquire Carlson Capital Management, a Northfield, Minnesota-based investment ...