Warner Norcross + Judd LLP represented Quish throughout its acquisition by Sequoia Financial Group. Quish managed more than $175 million in client assets and the transaction created a partnership that will carry forward Quish’s promise to continually advance the depth of wealth management resources available to its clients.
Based in Boulder, Colorado, Quish is a wealth management firm that has provided comprehensive financial solutions to multiple generations of client families since 2008. Its founder and principal, Mariah Quish, CFP, CDFA, has deep experience in developing highly personalized portfolios tailored to clients’ unique circumstances. She joins the Sequoia Sentinel Family Office, an exclusive boutique experience for families of exceptional wealth.
Sequoia Financial Group offers a team-based, integrated wealth management and family office experience to individuals and families across the wealth continuum. Headquartered in Akron, Ohio, with offices in 23 states, Sequoia Financial Group manages more than $36 billion in investment assets.
The Warner legal team was led by John Muhs and Lauren Maliszewski.
“Warner’s counsel and expertise working with registered investment advisers enabled us to achieve our goals in this transaction,” Quish said. “We worked hand in hand with our Warner colleagues and relied on John Muhs and Lauren Maliszewski in pursuing the most favorable terms. John and Lauren provided excellent counsel at every step and guided us through the process efficiently and diligently.”
“I would recommend John and Lauren — and Warner generally — to business owners considering a transaction and looking for exceptional legal counsel.”
Warner's Mergers and Acquisitions (M&A) Practice Group
Warner's M&A group draws upon more than 85 years of experience to successfully and efficiently handle a wide range of M&A transactions for both private and publicly traded businesses, including mergers, acquisitions, divestitures, joint ventures and strategic business combinations of all types.
