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Wilbanks Smith and Thomas acquired - Virginia Business

Wilbanks Smith and Thomas acquired - Virginia Business
virginiabusiness.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from virginiabusiness.com Daily Mail and Mail on Sunday newspapers.

North carolinaUnited statesWilbanks smithKatherine schulteFlexpoint fordDave fultonWayne wilbanksBurkhart coClearstead advisory solutionsThomas asset managementChief investment officer wayne wilbanksClearstead advisoryScott snowNew mexico basedCo chairman dave fulton

GeoVera Combining Carriers with SafePort to Create GeoVera Nova Holdings

GeoVera Insurance Holdings entered into a definitive agreement to sell its insurance carriers and managing general agent businesses. Upon completion of

United statesGeovera novaFlexpoint fordCoastal select insurance coGeovera nova holdings incGeovera specialty insurance coSafeport insurance coGeovera insurance holdingsGeovera insurance coNew capital partners

Echelon Reports 2nd Busiest Q1 for RIA M&A | Wealth Management

Private equity participation picked up after a 2023 dip and a couple of new names appeared on the list of top buyers.

Flexpoint fordDan seivertKarl heckenbergSage advisory servicesAdvisory networkWealth partners capital groupPublic trust advisorsGalway insurance holdingsKudu investmentSage advisoryAlti globalConstellation wealth capitalMariner wealth advisorsWealth advisorsLeonard greenAndco consulting

Clearstead acquires $5B wealth firm

Clearstead acquires a Virginia-based wealth and investment management firm, resulting in an organization with $44 billion in AUA.

United statesNorth carolinaFlexpoint fordWilbanks smithDavid fultonWayne wilbanksClearstead advisory solutionsBurkhart coVirginia based wilbanks smithThomas assetSnow financial advisorsAvalon trustThomas asset managementSmartleaf asset management

Clearstead Advisors Picks Up $5B Virginia Firm

The acquisition of Wilbanks Smith and Thomas in Norfolk brings Clearstead to $20 billion under management.

New mexicoUnited statesWilbanks smithDave fultonWayne wilbanksFlexpoint fordClearstead advisory solutionsClearstead advisorsThomas asset management

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