Hahn Loeser is pleased to announce the recent successful acquisition of its client, Cirrus Wealth Management LLC by Sequoia Financial Group LLC. Both are SEC-registered wealth management firms based in Northeast Ohio.
Sequoia holds nearly $16 billion in assets and continues to grow with the addition of approximately $387 million in assets from Cirrus. With 12 employees beginning a transition to Sequoia, Cirrus president Joe Heider, who founded the firm in 2015, looks forward to his new role as a strategic advisor.
“Hahn Loeser has positioned us for success in this new chapter with Sequoia as we look forward to joining forces with a like-minded firm with the technology and resources to support our growing business,” remarked Heider. “Our team and clients are in very capable hands right in our own backyard. Thank you to Sequoia for their thoughtful custom transition plan and providing growth opportunities for the Cirrus team.”
Hahn Loeser handles a full range of mid-market corporate transactions across a broad range of industries, including mergers and acquisitions, divestitures, joint ventures, leveraged buyouts and strategic alliances. With a national scope, the Firm’s highly regarded corporate law practice has become increasingly prominent in the Northern Ohio business community, representing businesses of all sizes, from startups, sole proprietorships and partnerships to publicly and privately held domestic and multinational corporations.