Local wealth management firm to be acquired M Capital preps deal with Ohio company with $15B in assets under management William Williams William Williams Author twitter Author email Oct 20, 2023 Oct 20, 2023 Updated Oct 27, 2023 Facebook Twitter WhatsApp LinkedIn SMS Email Facebook Twitter WhatsApp LinkedIn SMS Email Print Copy article link Save Facebook Twitter WhatsApp LinkedIn SMS Email Print Copy article link Save Gift this article New subscriber benefit! Copied to clipboard Out of gifts for the month Unfortunately you've used all of your gifts this month. Your counter will reset on the first day of next month. Share this article paywall-free Email Copy Link Nashville wealth management services firm M Capital Advisors will be sold to an Ohio company with more than $15 billion in assets under management.Terms of the transaction, to close Oct. 31, were not disclosed in a release. Frank Mastrapasqua Courtesy of M Capital Tom Haught Courtesy of Sequoia × This page requires Javascript. Javascript is required for you to be able to read premium content. Please enable it in your browser settings. kAmp<C@?\32D65 $6BF@:2 u:?2?4:2= vC@FA[ H9:49 H2D 7@F?565 :? `hh` 2?5 AC@G:56D 2DD6E >2?286>6?E D6CG:46D E@ 9:89\?6E\H@CE9 :?5:G:5F2=D 2?5 4@>A2?:6D[ 2??@F?465 E96 =@@>:?8 562= uC:52J]k^AmkAm| r2A:E2=[ H9:49 2=D@ @A6C2E6D 2? @77:46 :? $2? p?E@?:@[ 92D 23@FE Shb_ >:==:@? :? 2DD6ED F?56C >2?286>6?E 7@C 9:89\?6E\H@CE9 :?5:G:5F2=D[ 72>:=:6D 2?5 :?DE:EFE:@?D]k^AmkAmu@C>65 :? `hhb[ | r2A:E2= 6>A=@JD `b AC@76DD:@?2=D 2?5 :D =65 3J uC2?< |2DEC2A2DBF2[ 7@F?56C 2?5 492:C>2?j |2FC@ |2DEC2A2DBF2[ rt~j t5H:? q2CE@?[ 49:67 A@CE7@=:@ DEC2E68:DEj !2EC:4< $?6==[ 49:67 :?G6DE>6?E @77:46Cj 2?5 r=2F56 z@@?EK[ AC:?4:A2= 2?5 A@CE7@=:@ >2?286C]k^AmkAm}@H 32D65 2E E96 :?E6CD64E:@? @7 w2C5:?8 !:<6 2?5 (@@5>@?E q@F=6G2C5 ?62C 3@E9 q6==6 |6256 2?5 vC66? w:==D[ | r2A:E2= AC6G:@FD=J @A6C2E65 7C@> 2 5@H?E@H? D:I\DE@CJ 2CE 564@ 3F:=5:?8 E92E E96 |2DEC2A2DBF2D D@=5 7@C Se]gd >:==:@? :? a_`f WC625 k2 9C67lQ9EEADi^^HHH]?2D9G:==6A@DE]4@>^3FD:?6DD^56G6=@A>6?E^C62=\6DE2E6\?@E6D\5@H?E@H?\@77:46\3F:=5:?8\D6==D\7@C\e\gd>^2CE:4=60e42b2e4h\f`_b\d6b5\h_c2\e3bfef7hbh52]9E>=Q E2C86ElQ03=2?<QmkDEC@?8m96C6k^DEC@?8mk^2mX]k^AmkAm~?46 E96 562= :D 7:?2=:K65[ | r2A:E2= p5G:D@CD H:== @A6C2E6 G:2 E96 $6BF@:2 ?2>6]k^AmkAmQq64@>:?8 A2CE @7 $6BF@:2 u:?2?4:2= H:== AC@G:56 | r2A:E2= 4=:6?ED H:E9 3C@256C 2?5 >@C6 E2:=@C65 H62=E9 >2?286>6?E D@=FE:@?D[ 6DA64:2==J :? E96 9:89 2?5 F=EC2\ 9:89 ?6E H@CE9 2C62D[ DFAA@CE65 3J $6BF@:2VD 6IE6?D:G6 @A6C2E:@?2=[ E649?@=@8:42= 2?5 7:?2?4:2= C6D@FC46D[Q uC2?< |2DEC2A2DBF2 D2:5 :? E96 C6=62D6] Q$6BF@:2VD E2=6?E65 ?2E:@?2= H62=E9 25G:D@C E62> :D D64@?5 E@ ?@?6]Qk^AmkAm%9:D H:== 36 $6BF@:2’D 7@FCE9 24BF:D:E:@? @7 E96 J62C[ H:E9 E96 4@>A2?J 92G:?8 AC6G:@FD=J AFC492D65 +6<6 r2A:E2= p5G:D@CD[ r:CCFD (62=E9 |2?286>6?E 2?5 p77:?:2 u:?2?4:2= vC@FA] (:E9 E96 255:E:@? @7 | r2A:E2=[ $6BF@:2 H:== 6>A=@J ad_ A6@A=6]k^AmkAmu@C E96 7:7E9 4@?D64FE:G6 J62C[ $6BF@:2 H2D C646?E=J ?2>65 3J q2CC@?VD 2D @?6 @7 E96 E@A C68:DE6C65 :?G6DE>6?E 25G:D@CJ 7:C>D :? E96 &]$] 32D65 @? 2DD6ED >2?2865[ E649?@=@8J DA6?5:?8[ DE277 5:G6CD:EJ 2?5 DF446DD:@? A=2??:?8[ 2>@?8 @E96C >6EC:4D]k^AmkAmx? 255:E:@? E@ ~9:@[ $6BF@:2 92D 2 AC6D6?46 :? u=@C:52[ |:49:82?[ !6??DJ=G2?:2 2?5 $@FE9 r2C@=:?2] %96 4@>A2?J @A6C2E6D `_ @77:46D 4@==64E:G6=J]k^AmkAm%@> w2F89E[ $6BF@:2 7@F?56C 2?5 rt~[ D2:5 :? E96 C6=62D6 E92E | r2A:E2=’D “6I46AE:@?2= :?G6DE>6?E >2?286>6?E 42A23:=:E:6D H:== 7FCE96C DEC6?8E96? @FCD]”k^AmkAmq6?6D49[ uC:65=2?56C[ r@A=2? U2>Aj pC@?@77 D6CG65 2D =682= 25G:D6C E@ $6BF@:2] qC25=6J pC2?E q@F=E rF>>:?8D C6AC6D6?E65 | r2A:E2=]k^Am Facebook Twitter WhatsApp LinkedIn SMS Email Print Copy article link Save Tags Mergers And Acquisitions Wealth Management Asset Management William Williams Author twitter Author email Follow William Williams Close Get email notifications on {{subject}} daily! Your notification has been saved. There was a problem saving your notification. {{description}} Email notifications are only sent once a day, and only if there are new matching items. Save Manage followed notifications Close Followed notifications Please log in to use this feature Log In Don't have an account? Sign Up Today Recommended for you
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