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November 16, 2021

Sequoia Financial Group, LLC Acquired NCA Financial Planners

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Benesch represented Sequoia Financial Group, LLC (Sequoia), a financial planning, wealth management, and asset management firm with $8 billion in client assets, in an agreement that acquired Mayfield Heights, Ohio-based NCA Financial Planners (NCA). The combined firm will have $10 billion in client assets.

The Benesch team included Michael Marhofer and Anthony Rossi.  For more information see here and here.

  • Anthony G. Rossi IV
    liamE
    216.363.6242
  • Corporate & Securities
  • Mergers, Acquisitions & Divestitures
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