Lakeside Partners Acts as Advisor for the Acquisition of a Leading Midwest Wealth Management Team by Freestone Capital
Lakeside Partners ("Lakeside"), a leading boutique investment bank specializing in M&A advisory services, acted as a financial advisor for the acquisition of a leading wealth management team based in the Midwest (the "Company") by Freestone Capital Management ("Freestone").
The Company has built a long-standing reputation among high-net-worth individuals and families across the Midwest for personalized, relationship-driven wealth management, combining investment management, financial planning, and advisory services tailored to each client's goals.
The transaction extends Freestone's footprint into the Midwest and adds an experienced, client-focused advisory team to its growing national platform.
About Freestone Capital Management (www.freestonecapital.com)
Freestone Capital Management is an independent, 100% employee-owned wealth advisory and asset management firm serving high-net-worth individuals and families. Founded in 1999 and headquartered in Seattle, Washington, Freestone provides integrated wealth management services, including investment management, financial planning, estate and tax planning, and insurance and asset protection, and has grown to manage more than $14 billion in client assets through offices across the country.
About Lakeside Partners (www.lakesidepartners.com)
Lakeside Partners, which has offices in Minneapolis, MN, Seattle, WA, and Sioux Falls, SD, provides M&A advisory services to privately-held businesses. The firm has extensive expertise serving businesses across multiple industry verticals including business services, consumer & retail, food & beverage, industrials, specialty distribution, and technology, among many others.
For more information about our firm or this transaction, please contact:
Tom Newell
Partner
tnewell@lakesidepartners.com
206.295.9746
Chase Wichelmann
Partner
cwichelmann@lakesidepartners.com
651.356.1753