Seward & Kissel advises Kudu Investment Management, LLC on its Strategic Investment in Sequoia Financial Group, LLC

July 9, 2020

On July 7, 2020, registered investment adviser Sequoia Financial Group, LLC announced that Kudu Investment Management, LLC made a strategic investment in the firm. Seward & Kissel was pleased to represent Kudu in connection with this investment management industry transaction.

PSequoia Financial Group, established in 1991, provides financial planning, asset management, family wealth and retirement planning services from offices in Ohio, Florida and Michigan, managing approximately $4.7 billion in client assets. New York-based Kudu Investment Management is an independent provider of long-term capital solutions to asset and wealth managers. Kudu now has 13 partner firms that collectively invest $57 billion on behalf of clients worldwide.

Seward & Kissel LLP ( is a leading New York law firm, originally established in 1890, offering legal advice emphasizing business, financial and commercial law and related litigation. The firm’s Business Transactions Group handles middle-market M&A, private equity, venture capital and joint venture transactions involving a wide variety of industries. The firm is ranked as Highly Regarded for Corporate/M&A by Chambers USA and is recommended by The Legal 500 in the middle-market M&A category, stating that Seward & Kissel “advises on market-leading transactions within the industries where the firm has an international reputation, namely investment management and shipping” and “also handles complex middle-market deals in the media industry and international sell-side M&A.”

The company’s press release describing this transaction can be viewed by clicking here.