Hanson Bridgett Represents Column Capital Advisors in Acquisition by CAPTRUST Financial Advisors
November 7, 2023 (San Francisco, CA) – The registered investment advisory deal team from Hanson Bridgett LLP recently represented client Column Capital Advisors, an Indianapolis, Indiana-based wealth management firm that manages more than $1.4 billion in assets, in its acquisition by CAPTRUST Financial Advisors. Financial details of the deal were not disclosed.
Column Capital Advisors was founded in 2005 and has three core offerings for high-net-worth individuals: investment management, financial planning, and tax services.
The Hanson Bridgett team was led by partners Jessica Karner, Jonathan Storper, and Alison Wright with assistance from partners Molly Lee Kaban and Daren Shaver. The team also included associates Morgan Gray and Soohuen Ham. David Selig of Advice Dynamics Partners, LLC served as Column Capital's financial advisor in the transaction.
About Hanson Bridgett’s Mergers & Acquisitions Team
Hanson Bridgett’s Mergers and Acquisitions (M&A) team regularly assists companies (both public and private) of varying sizes, including registered investment advisory companies, in successfully navigating the M&A process, from the early stages through closing. With a wide range of sell-side and buy-side experience, Hanson Bridgett's M&A team collaborates with clients to understand their core business goals and achieve optimized outcomes in transactions.
About Hanson Bridgett
Hanson Bridgett LLP is a full-service AmLaw 200 law firm with more than 200 attorneys across California. Creating a diverse workforce by fostering an atmosphere of belonging and intentional support has been a priority at Hanson Bridgett since its founding in 1958. We are dedicated to creating an environment that provides opportunities for people with varied backgrounds, both for attorneys and administrative professionals. As the first law firm recognized as a certified B Corp, we are committed to the communities where our employees live and work and consider it part of our professional obligation to serve justice by encouraging and supporting pro bono and social impact work.
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Patrick L. Clos
Hanson Bridgett LLP