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.
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