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Deals Of The Day: The Latest In Wealth Management M&A - Simplicity Group, Sawtooth Solutions
Editorial Staff
16 September 2021
Simplicity Group, Sawtooth Solutions The financial terms were not disclosed.
US financial product distribution firm , which provides unified managed account investment solutions to independent wealth advisors.
Sawtooth, which will adopt the Simplicity brand, provides access to third-party asset managers, equipping advisors with model investment portfolios for all ranges of wealth, from the mass-affluent to the high net worth.
Advisors for the transaction: Sawtooth was represented by Echelon Partners and Winthrop & Weinstine, PA and Simplicity was represented by Oppenheimer & Co Inc and Dentons Sirote PC.
Simplicity Group has 27 distribution businesses which have joined its partnership (including Sawtooth).