Signature Estate & Investment Advisors Acquires Cedar Brook Group
April 30, 2024
Signature Estate & Investment Advisors (SEIA) has entered into a definitive agreement to acquire Cedar Brook Group, a Cleveland-based RIA with approximately $2 billion in AUM. The deal, expected to close in June 2024, is an add-on to SEIA’s PE-backed platform (Reverence Capital Partners) and expands SEIA’s footprint into the Midwest, bringing pro forma AUM to over $22 billion and roughly 155 employees/advisors across 20 offices.
- Buyers
- Signature Estate & Investment Advisors (SEIA)
- Targets
- Cedar Brook Group
- Platforms
- Signature Estate & Investment Advisors (SEIA)
- Industry
- Wealth Management
- Location
- Ohio, United States
- Transaction Type
- Addon
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