Sequoia Financial Advisors, LLC
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Sequoia Financial Advisors, LLC - overview
Established
1991
Location
Akron, OH, US
Primary Industry
Financial Services
About
Based in Ohio, US, and founded in 1991, Sequoia Financial Advisors, LLC provides wealth management and financial planning services such as asset management, etc. As of 2024, the company is headed by its CEO Tom Haught. In August 2023, the firm a portfolio company of Valeas Capital Partners and Kudu Investment Management, agreed to acquire Affinia Financial Group, LLC. The company offers a wide range of wealth-planning services such as tax planning, estate planning, wealth transfer and philanthropic strategies, trustee support services, business succession planning, retirement plan services, and many others.
Additionally, the firm provides asset management services by developing custom portfolio solutions using diverse classes. The August 2023 acquisition will enable the company to expand its financial services portfolio, pursue strategic acquisitions, and support its current and future needs.
Primary Industry
Financial Services
Sub Industries
Investment Banking
Website
www.sequoia-financial.com
Verticals
FinTech
Total Amount Raised
Subscriber access only
Sequoia Financial Advisors, LLC - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Sterling Financial Group, Inc. | - | ||||||||
| Add-on | Announced | The Martin Worley Group | - | ||||||||
| Add-on | Completed | Carlson Capital Management, LLC | - | ||||||||
| Add-on | Completed | Family Asset Management, LLC | - | ||||||||
| Add-on, Corporate Carve Out | Completed | Eide Bailly's Wealth Management | - |
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