Sequoia Financial Group Acquires Zeke Capital Advisors
February 16, 2023
Sequoia Financial Group has agreed to acquire Zeke Capital Advisors, a Berwyn, Pennsylvania–based multifamily office that oversees roughly $5 billion in ultra-high-net-worth client assets. The deal, which will bring Sequoia's total client assets to more than $15 billion, will have Zeke operate under the Sequoia brand beginning March 1; Zeke's leadership will remain involved post-close.
- Buyers
- Sequoia Financial Group
- Targets
- Zeke Capital Advisors
- Industry
- Wealth Management
- Location
- Pennsylvania, United States
- Transaction Type
- Buyout
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