David N. Deutsch & Company Advises on Sale of Leading Wealth Management and Family Office Services Firm

David N. Deutsch & Company served as exclusive financial adviser to one of the nation’s pioneering “multi-family offices” (incl. 15 selling shareholders in three classes of equity), in the signing of the above mentioned transaction, to one of the nation’s top Registered Investment Advisers (and their private equity partner) at a premium valuation including significant post-closing incentive payments.