Press Releases
Sequoia Financial Group, LLC Sells $200M Stake to Valeas Capital Partners
October 21, 2022
Benesch represented Sequoia Financial Group, LLC (Sequoia), a financial planning, wealth management, and asset management firm with $10 billion in client assets, in an agreement with Valeas Capital Partners (Valeas), a growth-oriented equity investment firm, to acquire a minority stake in Sequoia. Under the terms of the agreement, Valeas is committing more than $200 million to support Sequoia’s strategic growth plans.
The Benesch team included Michael F. Marhofer, Richard F. Tracanna, Lisa M. Kimmel and Anthony G. Rossi IV.
For more information, please see here.
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