Equity Sale Archives - Davis, Agnor, Rapaport, & Skalny

Davis, Agnor, Rapaport & Skalny, LLC Represents Strategic Wealth Management in its Acquisition by NFP

Davis, Agnor, Rapaport & Skalny, LLC (DARS) advised Strategic Wealth Management, a comprehensive financial planning firm, in connection with its acquisition by NFP, an Aon company, a national insurance, benefits, and wealth management company. The …

“…it was really hard to come to the realization [that I want to sell my company], but I got there, and it became palatable, by working with Paul and his group. I think that’s what made it doable for me from an emotional point of view---knowing that I was working with great people who were going to support what I wanted to do and how I wanted to do it. I felt like I wanted a firm that specialized in a M&A transactions and, from the first meeting we had, I knew they were the right choice…steering us through the legal journey of transaction like this. I would recommend Paul to anybody who would be entering this type of transaction and this type of decision---no question! ”