Choreo, LLC Acquires BDO USA's Affiliated Wealth Management Business
October 31, 2023
Choreo, LLC has acquired the affiliated wealth management business of BDO USA, a transaction that closed on October 31, 2023. The deal brings approximately $8.1 billion in assets under management or advisement and seven locations to Choreo, increasing the firm's total AUM/AUA to roughly $23.2 billion; terms were not disclosed.
- Buyers
- Choreo, LLC
- Targets
- BDO USA affiliated wealth management business
- Sellers
- BDO USA
- Platforms
- Choreo, LLC
- Industry
- Wealth Management
- Location
- United States
- Transaction Type
- Addon
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