Sequoia Financial Group Acquires Carlson Capital Management
January 29, 2025
Sequoia Financial Group has agreed to acquire Carlson Capital Management (CCM), a Northfield, Minnesota-based wealth manager with $3.8 billion in client assets. The deal was expected to close on March 31 and has since been completed, expanding Sequoia’s national footprint and adding internal tax planning and preparation capabilities.
- Buyers
- Sequoia Financial Group, LLC
- Targets
- Carlson Capital Management, LLC
- Industry
- Financial Services
- Location
- Minnesota, United States
- Transaction Type
- Buyout
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