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 & Commerce8d
Sequoia to acquire Carlson Capital Management
Sequoia Financial is acquiring Carlson Capital, adding $3.8B in assets and expanding its national presence with four ...
Pensions&Investments8d
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 the deal between the two wealth managers were not disclosed ...
PE Hub9d
PE-backed Sequoia Financial to acquire investment advisor Carlson Capital Management
which is backed by Kudu Investment Management and Valeas Capital Partners, has agreed to acquire Carlson Capital Management, a Northfield, Minnesota-based investment advisory firm. No financial ...