Benesch represented Sequoia Financial Group, LLC (Sequoia), a registered investment advisor with $4.7 billion in client assets, in its partnership with Kudu Investment Management, LLC (Kudu), an independent provider of long-term capital solutions to asset and wealth managers worldwide, through a strategic investment. Established in 1991, Sequoia has 88 employees in six locations throughout Florida, Michigan, and Ohio. Kudu’s investment will help Sequoia to accelerate its U.S. expansion plans.
The Benesch team was led by Michael Marhofer and included Sarah Hesse, Rick Tracanna and Anthony Rossi.